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Dakota Wealth Management: CBOE position timeline

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

Dakota Wealth Management held 67,218 CBOE 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 67,218 shares
    Change vs previous 13F -1,270 shares

    0.31% of the 13F portfolio, value $16,311,777.

    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 68,488 shares
    Change vs previous 13F +8,847 shares

    0.42% of the 13F portfolio, value $19,250,001.

    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 59,641 shares
    Change vs previous 13F +9,673 shares

    0.27% of the 13F portfolio, value $14,969,880.

    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 49,968 shares
    Change vs previous 13F +12,167 shares

    0.25% of the 13F portfolio, value $12,254,599.

    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 37,801 shares
    Change vs previous 13F +5,899 shares

    0.19% of the 13F portfolio, value $8,815,658.

    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 31,902 shares
    Change vs previous 13F +6,119 shares

    0.17% of the 13F portfolio, value $7,219,034.

    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 25,783 shares
    Change vs previous 13F +3,307 shares

    0.12% of the 13F portfolio, value $5,038,025.

    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 22,476 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,604,716.

    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).