Skip to content
Disclosery

Dakota Wealth Management: COLB position timeline

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

Dakota Wealth Management held 21,055 COLB 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 21,055 shares
    Change vs previous 13F -1,101 shares

    0.01% of the 13F portfolio, value $674,813.

    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 22,156 shares
    Change vs previous 13F -3,268 shares

    0.01% of the 13F portfolio, value $607,740.

    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 25,424 shares
    Change vs previous 13F -589 shares

    0.01% of the 13F portfolio, value $710,602.

    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 26,013 shares
    Change vs previous 13F +3,891 shares

    0.01% of the 13F portfolio, value $669,576.

    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 22,122 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $517,214.

    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 22,352 shares
    Change vs previous 13F -406 shares

    0.01% of the 13F portfolio, value $557,460.

    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 22,758 shares
    Change vs previous 13F -640 shares

    0.01% of the 13F portfolio, value $614,695.

    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 23,398 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $610,922.

    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).