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Disclosery

Dakota Wealth Management: CCJ position timeline

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

Dakota Wealth Management held 33,047 CCJ 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 33,047 shares
    Change vs previous 13F -19,119 shares

    0.06% of the 13F portfolio, value $3,366,169.

    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 52,166 shares
    Change vs previous 13F +367 shares

    0.12% of the 13F portfolio, value $5,665,788.

    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 51,799 shares
    Change vs previous 13F +18,565 shares

    0.08% of the 13F portfolio, value $4,739,123.

    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 33,234 shares
    Change vs previous 13F +1,694 shares

    0.06% of the 13F portfolio, value $2,787,004.

    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 31,540 shares
    Change vs previous 13F -1,795 shares

    0.05% of the 13F portfolio, value $2,341,215.

    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 33,335 shares
    Change vs previous 13F -390 shares

    0.03% of the 13F portfolio, value $1,372,069.

    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 33,725 shares
    Change vs previous 13F +437 shares

    0.04% of the 13F portfolio, value $1,733,112.

    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 33,288 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,589,858.

    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).