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Disclosery

Dakota Wealth Management: DFAT position timeline

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

Dakota Wealth Management held 13,398 DFAT 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 13,398 shares
    Change vs previous 13F -780 shares

    0.02% of the 13F portfolio, value $936,521.

    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 14,178 shares
    Change vs previous 13F -1,297 shares

    0.02% of the 13F portfolio, value $885,417.

    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 15,475 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $921,382.

    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 15,475 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $900,800.

    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 15,475 shares
    Change vs previous 13F -1,861 shares

    0.02% of the 13F portfolio, value $835,031.

    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 17,336 shares
    Change vs previous 13F -975 shares

    0.02% of the 13F portfolio, value $892,631.

    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 18,311 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,019,191.

    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 18,311 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,018,641.

    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).