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Disclosery

Dakota Wealth Management: BILS position timeline

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

Dakota Wealth Management held 26,391 BILS 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 26,391 shares
    Change vs previous 13F -373 shares

    0.05% of the 13F portfolio, value $2,622,738.

    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 26,764 shares
    Change vs previous 13F -5,336 shares

    0.06% of the 13F portfolio, value $2,661,413.

    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 32,100 shares
    Change vs previous 13F +6,362 shares

    0.06% of the 13F portfolio, value $3,184,962.

    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 25,738 shares
    Change vs previous 13F +1,913 shares

    0.05% of the 13F portfolio, value $2,561,446.

    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 23,825 shares
    Change vs previous 13F +10,270 shares

    0.05% of the 13F portfolio, value $2,368,920.

    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 13,555 shares
    Change vs previous 13F +517 shares

    0.03% of the 13F portfolio, value $1,348,587.

    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 13,038 shares
    Change vs previous 13F +2,533 shares

    0.03% of the 13F portfolio, value $1,292,718.

    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 10,505 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,046,088.

    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).