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Disclosery

Dakota Wealth Management: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dakota Wealth Management on ADI, newest first. How the timeline and the estimate are built.

Dakota Wealth Management held 57,295 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,295 shares
    Change vs previous 13F +6,944 shares

    0.44% of the 13F portfolio, value $22,755,814.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 50,351 shares
    Change vs previous 13F +6,055 shares

    0.35% of the 13F portfolio, value $16,018,543.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 44,296 shares
    Change vs previous 13F +35,309 shares

    0.21% of the 13F portfolio, value $12,013,176.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 8,987 shares
    Change vs previous 13F -44 shares

    0.04% of the 13F portfolio, value $2,208,106.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,031 shares
    Change vs previous 13F +76 shares

    0.05% of the 13F portfolio, value $2,149,560.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,955 shares
    Change vs previous 13F +61 shares

    0.04% of the 13F portfolio, value $1,805,956.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,894 shares
    Change vs previous 13F +210 shares

    0.04% of the 13F portfolio, value $1,889,620.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,684 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,998,797.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).