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Disclosery

Dakota Wealth Management: BTX position timeline

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

Dakota Wealth Management held 0 BTX shares at 2025-09-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -22,606 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 22,606 shares
    Change vs previous 13F -605 shares

    <0.01% of the 13F portfolio, value $165,927.

    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).

  3. period ended2025-03-31
    13F 23,211 shares
    Change vs previous 13F +7,587 shares

    <0.01% of the 13F portfolio, value $145,300.

    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).

  4. period ended2024-12-31
    13F 15,624 shares
    Change vs previous 13F -6,286 shares

    <0.01% of the 13F portfolio, value $116,240.

    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).

  5. period ended2024-09-30
    13F 21,910 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $165,419.

    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).