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Disclosery

Dakota Wealth Management: DEO position timeline

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

Dakota Wealth Management held 8,883 DEO 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 8,883 shares
    Change vs previous 13F -4,450 shares

    0.01% of the 13F portfolio, value $713,983.

    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 13,333 shares
    Change vs previous 13F -1,140 shares

    0.02% of the 13F portfolio, value $992,643.

    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 14,473 shares
    Change vs previous 13F -3,022 shares

    0.02% of the 13F portfolio, value $1,248,586.

    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 17,495 shares
    Change vs previous 13F -3,995 shares

    0.03% of the 13F portfolio, value $1,669,548.

    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 21,490 shares
    Change vs previous 13F -1,967 shares

    0.05% of the 13F portfolio, value $2,167,052.

    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 23,457 shares
    Change vs previous 13F -6,238 shares

    0.06% of the 13F portfolio, value $2,458,060.

    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 29,695 shares
    Change vs previous 13F -1,046 shares

    0.09% of the 13F portfolio, value $3,775,165.

    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 30,741 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,314,167.

    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).