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Disclosery

Dakota Wealth Management: BND position timeline

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

Dakota Wealth Management held 39,991 BND 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 39,991 shares
    Change vs previous 13F -4,288 shares

    0.06% of the 13F portfolio, value $2,935,768.

    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 44,279 shares
    Change vs previous 13F +6,003 shares

    0.07% of the 13F portfolio, value $3,260,720.

    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 38,276 shares
    Change vs previous 13F +8,783 shares

    0.05% of the 13F portfolio, value $2,835,090.

    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 29,493 shares
    Change vs previous 13F +2,319 shares

    0.04% of the 13F portfolio, value $2,193,396.

    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 27,174 shares
    Change vs previous 13F -174 shares

    0.04% of the 13F portfolio, value $2,000,786.

    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 27,348 shares
    Change vs previous 13F -650 shares

    0.05% of the 13F portfolio, value $2,008,712.

    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 27,998 shares
    Change vs previous 13F +6,247 shares

    0.05% of the 13F portfolio, value $2,013,337.

    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 21,751 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,633,719.

    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).