Skip to content
Disclosery

Dakota Wealth Management: AEP position timeline

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

Dakota Wealth Management held 42,412 AEP 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 42,412 shares
    Change vs previous 13F -2,927 shares

    0.11% of the 13F portfolio, value $5,802,353.

    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 45,339 shares
    Change vs previous 13F +19 shares

    0.13% of the 13F portfolio, value $5,942,988.

    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 45,320 shares
    Change vs previous 13F -7,318 shares

    0.09% of the 13F portfolio, value $5,225,885.

    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 52,638 shares
    Change vs previous 13F -2,775 shares

    0.12% of the 13F portfolio, value $5,921,829.

    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 55,413 shares
    Change vs previous 13F -1,133 shares

    0.12% of the 13F portfolio, value $5,749,689.

    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 56,546 shares
    Change vs previous 13F -1,845 shares

    0.14% of the 13F portfolio, value $6,178,799.

    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 58,391 shares
    Change vs previous 13F -873 shares

    0.12% of the 13F portfolio, value $5,385,402.

    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 59,264 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,080,461.

    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).