Skip to content
Disclosery

Dakota Wealth Management: AJG position timeline

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

Dakota Wealth Management held 930 AJG 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 930 shares
    Change vs previous 13F -7,040 shares

    <0.01% of the 13F portfolio, value $213,496.

    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 7,970 shares
    Change vs previous 13F -6,913 shares

    0.04% of the 13F portfolio, value $1,726,144.

    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 14,883 shares
    Change vs previous 13F -15,805 shares

    0.07% of the 13F portfolio, value $3,851,694.

    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 30,688 shares
    Change vs previous 13F -53,621 shares

    0.19% of the 13F portfolio, value $9,505,161.

    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 84,309 shares
    Change vs previous 13F -9,887 shares

    0.57% of the 13F portfolio, value $26,989,037.

    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 94,196 shares
    Change vs previous 13F +3,583 shares

    0.76% of the 13F portfolio, value $32,520,168.

    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 90,613 shares
    Change vs previous 13F +4,016 shares

    0.59% of the 13F portfolio, value $25,720,600.

    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 86,597 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $24,365,927.

    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).