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Dakota Wealth Management: CAG position timeline

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

Dakota Wealth Management held 24,391 CAG 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 24,391 shares
    Change vs previous 13F -8,539 shares

    0.01% of the 13F portfolio, value $328,304.

    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 32,930 shares
    Change vs previous 13F -1,727 shares

    0.01% of the 13F portfolio, value $517,660.

    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 34,657 shares
    Change vs previous 13F -7,238 shares

    0.01% of the 13F portfolio, value $599,913.

    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 41,895 shares
    Change vs previous 13F +725 shares

    0.02% of the 13F portfolio, value $767,098.

    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 41,170 shares
    Change vs previous 13F +3,480 shares

    0.02% of the 13F portfolio, value $842,751.

    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 37,690 shares
    Change vs previous 13F -355 shares

    0.02% of the 13F portfolio, value $1,005,193.

    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 38,045 shares
    Change vs previous 13F +29,679 shares

    0.02% of the 13F portfolio, value $1,055,749.

    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 8,366 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $272,063.

    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).