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Disclosery

Dakota Wealth Management: BIL position timeline

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

Dakota Wealth Management held 1,137,302 BIL 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 1,137,302 shares
    Change vs previous 13F -158,792 shares

    1.99% of the 13F portfolio, value $104,222,353.

    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 1,296,094 shares
    Change vs previous 13F +71,635 shares

    2.57% of the 13F portfolio, value $118,774,044.

    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 1,224,459 shares
    Change vs previous 13F -73,801 shares

    1.99% of the 13F portfolio, value $111,891,062.

    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 1,298,260 shares
    Change vs previous 13F +22,687 shares

    2.4% of the 13F portfolio, value $119,115,327.

    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 1,275,573 shares
    Change vs previous 13F -571,314 shares

    2.46% of the 13F portfolio, value $117,008,316.

    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 1,846,887 shares
    Change vs previous 13F +486,707 shares

    3.97% of the 13F portfolio, value $169,414,917.

    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 1,360,180 shares
    Change vs previous 13F +418,960 shares

    2.86% of the 13F portfolio, value $124,361,300.

    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 941,220 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $86,413,405.

    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).