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Disclosery

Dakota Wealth Management: CHW position timeline

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

Dakota Wealth Management held 73,280 CHW 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 73,280 shares
    Change vs previous 13F +5,300 shares

    0.01% of the 13F portfolio, value $652,925.

    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 67,980 shares
    Change vs previous 13F +4,345 shares

    0.01% of the 13F portfolio, value $493,535.

    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 63,635 shares
    Change vs previous 13F +715 shares

    0.01% of the 13F portfolio, value $471,536.

    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 62,920 shares
    Change vs previous 13F -1,500 shares

    0.01% of the 13F portfolio, value $474,417.

    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 64,420 shares
    Change vs previous 13F +4,500 shares

    0.01% of the 13F portfolio, value $459,315.

    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 59,920 shares
    Change vs previous 13F +420 shares

    0.01% of the 13F portfolio, value $382,889.

    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 59,500 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $401,625.

    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 59,500 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $426,615.

    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).