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Dakota Wealth Management: ADP position timeline

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

Dakota Wealth Management held 54,493 ADP 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 54,493 shares
    Change vs previous 13F +50,937 shares

    0.23% of the 13F portfolio, value $12,209,261.

    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 3,556 shares
    Change vs previous 13F -115 shares

    0.02% of the 13F portfolio, value $722,439.

    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 3,671 shares
    Change vs previous 13F +1,007 shares

    0.02% of the 13F portfolio, value $944,247.

    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 2,664 shares
    Change vs previous 13F -238 shares

    0.02% of the 13F portfolio, value $781,884.

    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 2,902 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $894,977.

    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 2,878 shares
    Change vs previous 13F -380 shares

    0.02% of the 13F portfolio, value $879,317.

    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 3,258 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $953,756.

    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 3,290 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $910,411.

    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).