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Disclosery

Dakota Wealth Management: AMBP position timeline

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

Dakota Wealth Management held 133,934 AMBP 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 133,934 shares
    Change vs previous 13F -7,955 shares

    0.01% of the 13F portfolio, value $634,848.

    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 141,889 shares
    Change vs previous 13F -14,140 shares

    0.01% of the 13F portfolio, value $574,652.

    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 156,029 shares
    Change vs previous 13F -5,495 shares

    0.01% of the 13F portfolio, value $639,720.

    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 161,524 shares
    Change vs previous 13F +8,945 shares

    0.01% of the 13F portfolio, value $644,482.

    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 152,579 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $653,039.

    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 152,579 shares
    Change vs previous 13F +5,897 shares

    0.01% of the 13F portfolio, value $460,789.

    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 146,682 shares
    Change vs previous 13F +4,030 shares

    0.01% of the 13F portfolio, value $441,513.

    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 142,652 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $537,799.

    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).