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Disclosery

Dakota Wealth Management: CGBL position timeline

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

Dakota Wealth Management held 33,910 CGBL 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 33,910 shares
    Change vs previous 13F +3,590 shares

    0.02% of the 13F portfolio, value $1,291,663.

    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 30,320 shares
    Change vs previous 13F +4,890 shares

    0.02% of the 13F portfolio, value $1,046,693.

    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 25,430 shares
    Change vs previous 13F +3,650 shares

    0.02% of the 13F portfolio, value $898,442.

    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 21,780 shares
    Change vs previous 13F -1,404 shares

    0.02% of the 13F portfolio, value $760,095.

    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 23,184 shares
    Change vs previous 13F -1,661 shares

    0.02% of the 13F portfolio, value $778,953.

    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 24,845 shares
    Change vs previous 13F -215 shares

    0.02% of the 13F portfolio, value $772,658.

    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 25,060 shares
    Change vs previous 13F -3,063 shares

    0.02% of the 13F portfolio, value $783,623.

    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 28,123 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $877,451.

    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).