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Disclosery

Dakota Wealth Management: BTT position timeline

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

Dakota Wealth Management held 166,660 BTT 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 166,660 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $3,791,515.

    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 166,660 shares
    Change vs previous 13F +34,400 shares

    0.08% of the 13F portfolio, value $3,783,182.

    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 132,260 shares
    Change vs previous 13F +2,060 shares

    0.05% of the 13F portfolio, value $3,018,174.

    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 130,200 shares
    Change vs previous 13F +41,300 shares

    0.06% of the 13F portfolio, value $2,924,292.

    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 88,900 shares
    Change vs previous 13F +6,900 shares

    0.04% of the 13F portfolio, value $1,946,021.

    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 82,000 shares
    Change vs previous 13F +11,100 shares

    0.04% of the 13F portfolio, value $1,740,860.

    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 70,900 shares
    Change vs previous 13F +16,400 shares

    0.03% of the 13F portfolio, value $1,459,831.

    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 54,500 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,178,290.

    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).