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Disclosery

Dakota Wealth Management: DHR position timeline

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

Dakota Wealth Management held 1,579 DHR 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 1,579 shares
    Change vs previous 13F +136 shares

    0.01% of the 13F portfolio, value $300,813.

    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 1,443 shares
    Change vs previous 13F -1,513 shares

    0.01% of the 13F portfolio, value $273,627.

    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 2,956 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $676,721.

    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 2,880 shares
    Change vs previous 13F -4,449 shares

    0.01% of the 13F portfolio, value $570,990.

    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 7,329 shares
    Change vs previous 13F +483 shares

    0.03% of the 13F portfolio, value $1,447,772.

    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 6,846 shares
    Change vs previous 13F -196 shares

    0.03% of the 13F portfolio, value $1,403,430.

    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 7,042 shares
    Change vs previous 13F -1,119 shares

    0.04% of the 13F portfolio, value $1,616,492.

    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 8,161 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,269,046.

    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).