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Disclosery

Dakota Wealth Management: AMT position timeline

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

Dakota Wealth Management held 6,546 AMT 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 6,546 shares
    Change vs previous 13F +3,677 shares

    0.02% of the 13F portfolio, value $1,070,695.

    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 2,869 shares
    Change vs previous 13F -714 shares

    0.01% of the 13F portfolio, value $495,177.

    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 3,583 shares
    Change vs previous 13F -907 shares

    0.01% of the 13F portfolio, value $629,029.

    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 4,490 shares
    Change vs previous 13F -7,182 shares

    0.02% of the 13F portfolio, value $863,536.

    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 11,672 shares
    Change vs previous 13F -350 shares

    0.05% of the 13F portfolio, value $2,579,662.

    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 12,022 shares
    Change vs previous 13F -1,734 shares

    0.06% of the 13F portfolio, value $2,616,017.

    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 13,756 shares
    Change vs previous 13F -2,044 shares

    0.06% of the 13F portfolio, value $2,522,944.

    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 15,800 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,674,493.

    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).