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Disclosery

Dakota Wealth Management: DOCU position timeline

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

Dakota Wealth Management held 17,563 DOCU 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 17,563 shares
    Change vs previous 13F -495 shares

    0.01% of the 13F portfolio, value $780,149.

    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 18,058 shares
    Change vs previous 13F -5,050 shares

    0.02% of the 13F portfolio, value $856,131.

    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 23,108 shares
    Change vs previous 13F -712 shares

    0.03% of the 13F portfolio, value $1,580,588.

    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 23,820 shares
    Change vs previous 13F +1,078 shares

    0.03% of the 13F portfolio, value $1,717,185.

    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 22,742 shares
    Change vs previous 13F +435 shares

    0.04% of the 13F portfolio, value $1,771,376.

    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 22,307 shares
    Change vs previous 13F -61 shares

    0.04% of the 13F portfolio, value $1,815,790.

    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 22,368 shares
    Change vs previous 13F +307 shares

    0.05% of the 13F portfolio, value $2,011,778.

    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 22,061 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,369,768.

    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).