Skip to content
Disclosery

Dakota Wealth Management: CP position timeline

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

Dakota Wealth Management held 6,233 CP 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 6,233 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $540,110.

    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 6,233 shares
    Change vs previous 13F +630 shares

    0.01% of the 13F portfolio, value $490,279.

    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 5,603 shares
    Change vs previous 13F -633 shares

    0.01% of the 13F portfolio, value $412,584.

    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 6,236 shares
    Change vs previous 13F -7,373 shares

    0.01% of the 13F portfolio, value $464,526.

    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 13,609 shares
    Change vs previous 13F +310 shares

    0.02% of the 13F portfolio, value $1,078,761.

    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 13,299 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $933,747.

    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 13,266 shares
    Change vs previous 13F -2,709 shares

    0.02% of the 13F portfolio, value $960,065.

    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 15,975 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,366,480.

    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).