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Disclosery

Dakota Wealth Management: BX position timeline

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

Dakota Wealth Management held 11,541 BX 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 11,541 shares
    Change vs previous 13F -1,499 shares

    0.03% of the 13F portfolio, value $1,358,056.

    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 13,040 shares
    Change vs previous 13F -52,445 shares

    0.03% of the 13F portfolio, value $1,499,494.

    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 65,485 shares
    Change vs previous 13F +8,438 shares

    0.18% of the 13F portfolio, value $10,093,898.

    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 57,047 shares
    Change vs previous 13F +8,245 shares

    0.2% of the 13F portfolio, value $9,746,453.

    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 48,802 shares
    Change vs previous 13F +5,739 shares

    0.15% of the 13F portfolio, value $7,299,753.

    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 43,063 shares
    Change vs previous 13F +6,349 shares

    0.14% of the 13F portfolio, value $6,019,401.

    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 36,714 shares
    Change vs previous 13F +4,157 shares

    0.15% of the 13F portfolio, value $6,330,174.

    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 32,557 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,985,448.

    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).