Skip to content
Disclosery

Dakota Wealth Management: D position timeline

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

Dakota Wealth Management held 36,090 D 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 36,090 shares
    Change vs previous 13F -3,856 shares

    0.05% of the 13F portfolio, value $2,464,587.

    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 39,946 shares
    Change vs previous 13F -2,554 shares

    0.05% of the 13F portfolio, value $2,469,463.

    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 42,500 shares
    Change vs previous 13F -4,507 shares

    0.04% of the 13F portfolio, value $2,490,076.

    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 47,007 shares
    Change vs previous 13F -2,555 shares

    0.06% of the 13F portfolio, value $2,875,419.

    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 49,562 shares
    Change vs previous 13F -5,312 shares

    0.06% of the 13F portfolio, value $2,801,245.

    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 54,874 shares
    Change vs previous 13F -1,449 shares

    0.07% of the 13F portfolio, value $3,076,786.

    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 56,323 shares
    Change vs previous 13F +2,784 shares

    0.07% of the 13F portfolio, value $3,033,557.

    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 53,539 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,094,044.

    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).