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Disclosery

Dakota Wealth Management: CMI position timeline

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

Dakota Wealth Management held 32,571 CMI 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 32,571 shares
    Change vs previous 13F -1,891 shares

    0.44% of the 13F portfolio, value $23,229,751.

    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 34,462 shares
    Change vs previous 13F +15,373 shares

    0.4% of the 13F portfolio, value $18,541,321.

    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 19,089 shares
    Change vs previous 13F +472 shares

    0.17% of the 13F portfolio, value $9,743,834.

    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 18,617 shares
    Change vs previous 13F -734 shares

    0.16% of the 13F portfolio, value $7,863,436.

    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 19,351 shares
    Change vs previous 13F -27,630 shares

    0.13% of the 13F portfolio, value $6,337,292.

    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 46,981 shares
    Change vs previous 13F +7,496 shares

    0.34% of the 13F portfolio, value $14,725,710.

    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 39,485 shares
    Change vs previous 13F +3,310 shares

    0.32% of the 13F portfolio, value $13,764,376.

    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 36,175 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $11,713,263.

    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).