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Disclosery

Dakota Wealth Management: AOR position timeline

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

Dakota Wealth Management held 49,269 AOR 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 49,269 shares
    Change vs previous 13F -941 shares

    0.07% of the 13F portfolio, value $3,424,196.

    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 50,210 shares
    Change vs previous 13F -14 shares

    0.07% of the 13F portfolio, value $3,231,014.

    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 50,224 shares
    Change vs previous 13F -3,427 shares

    0.06% of the 13F portfolio, value $3,265,043.

    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 53,651 shares
    Change vs previous 13F -8,447 shares

    0.07% of the 13F portfolio, value $3,454,084.

    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 62,098 shares
    Change vs previous 13F -19,992 shares

    0.08% of the 13F portfolio, value $3,823,398.

    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 82,090 shares
    Change vs previous 13F -597 shares

    0.11% of the 13F portfolio, value $4,725,940.

    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 82,687 shares
    Change vs previous 13F -2,862 shares

    0.11% of the 13F portfolio, value $4,739,638.

    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 85,549 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,067,929.

    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).