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Disclosery

Dakota Wealth Management: COP position timeline

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

Dakota Wealth Management held 45,399 COP 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 45,399 shares
    Change vs previous 13F -3,871 shares

    0.09% of the 13F portfolio, value $4,719,649.

    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 49,270 shares
    Change vs previous 13F +1,162 shares

    0.14% of the 13F portfolio, value $6,503,664.

    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 48,108 shares
    Change vs previous 13F -6,934 shares

    0.08% of the 13F portfolio, value $4,503,387.

    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 55,042 shares
    Change vs previous 13F -6,195 shares

    0.11% of the 13F portfolio, value $5,206,395.

    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 61,237 shares
    Change vs previous 13F -501 shares

    0.12% of the 13F portfolio, value $5,495,397.

    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 61,738 shares
    Change vs previous 13F -963 shares

    0.15% of the 13F portfolio, value $6,483,715.

    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 62,701 shares
    Change vs previous 13F -1,072 shares

    0.14% of the 13F portfolio, value $6,218,062.

    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 63,773 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,714,040.

    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).