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Disclosery

Dakota Wealth Management: C position timeline

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

Dakota Wealth Management held 15,232 C 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 15,232 shares
    Change vs previous 13F -778 shares

    0.04% of the 13F portfolio, value $2,131,859.

    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 16,010 shares
    Change vs previous 13F +1,714 shares

    0.04% of the 13F portfolio, value $1,815,652.

    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 14,296 shares
    Change vs previous 13F -2,707 shares

    0.03% of the 13F portfolio, value $1,668,159.

    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 17,003 shares
    Change vs previous 13F -1,747 shares

    0.03% of the 13F portfolio, value $1,725,809.

    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 18,750 shares
    Change vs previous 13F -159 shares

    0.03% of the 13F portfolio, value $1,596,041.

    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 18,909 shares
    Change vs previous 13F -508 shares

    0.03% of the 13F portfolio, value $1,342,336.

    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 19,417 shares
    Change vs previous 13F -3,042 shares

    0.03% of the 13F portfolio, value $1,366,762.

    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 22,459 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,405,950.

    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).