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Disclosery

Dakota Wealth Management: DIS position timeline

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

Dakota Wealth Management held 106,315 DIS 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 106,315 shares
    Change vs previous 13F -4,819 shares

    0.2% of the 13F portfolio, value $10,234,349.

    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 111,134 shares
    Change vs previous 13F +6,933 shares

    0.23% of the 13F portfolio, value $10,711,100.

    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 104,201 shares
    Change vs previous 13F +10,546 shares

    0.21% of the 13F portfolio, value $11,856,509.

    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 93,655 shares
    Change vs previous 13F -1,427 shares

    0.22% of the 13F portfolio, value $10,723,488.

    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 95,082 shares
    Change vs previous 13F -305 shares

    0.25% of the 13F portfolio, value $11,791,226.

    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 95,387 shares
    Change vs previous 13F +8,191 shares

    0.22% of the 13F portfolio, value $9,414,701.

    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 87,196 shares
    Change vs previous 13F -3,774 shares

    0.22% of the 13F portfolio, value $9,709,263.

    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 90,970 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,750,389.

    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).