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Disclosery

Dakota Wealth Management: ALL position timeline

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

Dakota Wealth Management held 57,257 ALL 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 57,257 shares
    Change vs previous 13F +46,970 shares

    0.26% of the 13F portfolio, value $13,633,816.

    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 10,287 shares
    Change vs previous 13F -67 shares

    0.05% of the 13F portfolio, value $2,140,872.

    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 10,354 shares
    Change vs previous 13F +260 shares

    0.04% of the 13F portfolio, value $2,162,693.

    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 10,094 shares
    Change vs previous 13F -1,667 shares

    0.04% of the 13F portfolio, value $2,174,286.

    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 11,761 shares
    Change vs previous 13F -289 shares

    0.05% of the 13F portfolio, value $2,376,169.

    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 12,050 shares
    Change vs previous 13F +668 shares

    0.06% of the 13F portfolio, value $2,503,809.

    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 11,382 shares
    Change vs previous 13F -583 shares

    0.05% of the 13F portfolio, value $2,202,349.

    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 11,965 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,277,690.

    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).