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Disclosery

Dakota Wealth Management: DES position timeline

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

Dakota Wealth Management held 7,393 DES 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 7,393 shares
    Change vs previous 13F -1,262 shares

    0.01% of the 13F portfolio, value $300,732.

    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 8,655 shares
    Change vs previous 13F -938 shares

    0.01% of the 13F portfolio, value $311,046.

    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 9,593 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $320,872.

    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 9,593 shares
    Change vs previous 13F -377 shares

    0.01% of the 13F portfolio, value $323,078.

    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 9,970 shares
    Change vs previous 13F -1,035 shares

    0.01% of the 13F portfolio, value $316,633.

    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 11,005 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $351,734.

    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 11,323 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $388,946.

    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 11,323 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $390,531.

    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).