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Dakota Wealth Management: APP position timeline

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

Dakota Wealth Management held 5,485 APP 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 5,485 shares
    Change vs previous 13F -2,826 shares

    0.05% of the 13F portfolio, value $2,826,225.

    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 8,311 shares
    Change vs previous 13F -2,348 shares

    0.07% of the 13F portfolio, value $3,307,621.

    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 10,659 shares
    Change vs previous 13F -12,396 shares

    0.13% of the 13F portfolio, value $7,181,982.

    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 23,055 shares
    Change vs previous 13F +2,969 shares

    0.33% of the 13F portfolio, value $16,565,656.

    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 20,086 shares
    Change vs previous 13F +529 shares

    0.15% of the 13F portfolio, value $7,031,570.

    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 19,557 shares
    Change vs previous 13F -9,307 shares

    0.12% of the 13F portfolio, value $5,182,020.

    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 28,864 shares
    Change vs previous 13F -17,657 shares

    0.22% of the 13F portfolio, value $9,347,030.

    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 46,521 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,073,345.

    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).