Skip to content
Disclosery

Dakota Wealth Management: DAK position timeline

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

Dakota Wealth Management held 1,421,767 DAK 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 1,421,767 shares
    Change vs previous 13F -963 shares

    0.79% of the 13F portfolio, value $41,106,141.

    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 1,422,730 shares
    Change vs previous 13F -64 shares

    0.79% of the 13F portfolio, value $36,405,096.

    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 1,422,794 shares
    Change vs previous 13F +46,936 shares

    0.67% of the 13F portfolio, value $37,900,968.

    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 1,375,858 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $35,941,959.

    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).