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Disclosery

Dakota Wealth Management: BNY position timeline

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

Dakota Wealth Management held 163,812 BNY 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 163,812 shares
    Change vs previous 13F -47,188 shares

    0.45% of the 13F portfolio, value $23,688,850.

    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 211,000 shares
    Change vs previous 13F +1,374 shares

    0.54% of the 13F portfolio, value $25,030,937.

    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 209,626 shares
    Change vs previous 13F +13,190 shares

    0.43% of the 13F portfolio, value $24,335,459.

    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 196,436 shares
    Change vs previous 13F +19,825 shares

    0.43% of the 13F portfolio, value $21,403,635.

    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 176,611 shares
    Change vs previous 13F -15,074 shares

    0.34% of the 13F portfolio, value $16,090,992.

    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 191,685 shares
    Change vs previous 13F +17,048 shares

    0.38% of the 13F portfolio, value $16,076,657.

    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 174,637 shares
    Change vs previous 13F +9,170 shares

    0.31% of the 13F portfolio, value $13,417,392.

    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 165,467 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $11,890,449.

    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).