Skip to content
Disclosery

Dakota Wealth Management: CLX position timeline

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

Dakota Wealth Management held 6,985 CLX 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 6,985 shares
    Change vs previous 13F -341 shares

    0.01% of the 13F portfolio, value $666,650.

    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 7,326 shares
    Change vs previous 13F -474 shares

    0.02% of the 13F portfolio, value $759,194.

    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 7,800 shares
    Change vs previous 13F -2,912 shares

    0.01% of the 13F portfolio, value $786,474.

    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 10,712 shares
    Change vs previous 13F -947 shares

    0.03% of the 13F portfolio, value $1,320,790.

    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 11,659 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $1,399,897.

    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 11,652 shares
    Change vs previous 13F -244 shares

    0.04% of the 13F portfolio, value $1,715,758.

    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 11,896 shares
    Change vs previous 13F -1,843 shares

    0.04% of the 13F portfolio, value $1,931,998.

    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 13,739 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,238,189.

    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).