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Disclosery

Dakota Wealth Management: AGG position timeline

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

Dakota Wealth Management held 197,691 AGG 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 197,691 shares
    Change vs previous 13F +22,481 shares

    0.37% of the 13F portfolio, value $19,567,410.

    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 175,210 shares
    Change vs previous 13F +17,163 shares

    0.38% of the 13F portfolio, value $17,393,086.

    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 158,047 shares
    Change vs previous 13F -255,124 shares

    0.28% of the 13F portfolio, value $15,785,724.

    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 413,171 shares
    Change vs previous 13F +83,911 shares

    0.84% of the 13F portfolio, value $41,420,443.

    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 329,260 shares
    Change vs previous 13F +34,137 shares

    0.69% of the 13F portfolio, value $32,662,559.

    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 295,123 shares
    Change vs previous 13F +4,511 shares

    0.68% of the 13F portfolio, value $29,193,603.

    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 290,612 shares
    Change vs previous 13F -16,336 shares

    0.65% of the 13F portfolio, value $28,160,312.

    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 306,948 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $31,084,602.

    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).