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Disclosery

Dakota Wealth Management: COR position timeline

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

Dakota Wealth Management held 29,026 COR 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 29,026 shares
    Change vs previous 13F -3,337 shares

    0.16% of the 13F portfolio, value $8,213,778.

    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 32,363 shares
    Change vs previous 13F -2,103 shares

    0.22% of the 13F portfolio, value $10,166,430.

    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 34,466 shares
    Change vs previous 13F -1,531 shares

    0.21% of the 13F portfolio, value $11,640,787.

    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 35,997 shares
    Change vs previous 13F -1,759 shares

    0.23% of the 13F portfolio, value $11,250,031.

    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 37,756 shares
    Change vs previous 13F -1,258 shares

    0.24% of the 13F portfolio, value $11,321,014.

    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 39,014 shares
    Change vs previous 13F -1,155 shares

    0.25% of the 13F portfolio, value $10,849,274.

    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 40,169 shares
    Change vs previous 13F -6,650 shares

    0.21% of the 13F portfolio, value $9,025,251.

    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 46,819 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $10,537,994.

    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).