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Dakota Wealth Management: ED position timeline

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

Dakota Wealth Management held 67,618 ED 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 67,618 shares
    Change vs previous 13F +3,351 shares

    0.14% of the 13F portfolio, value $7,480,595.

    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 64,267 shares
    Change vs previous 13F +19,231 shares

    0.16% of the 13F portfolio, value $7,273,706.

    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 45,036 shares
    Change vs previous 13F +22,058 shares

    0.08% of the 13F portfolio, value $4,472,981.

    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 22,978 shares
    Change vs previous 13F +3,613 shares

    0.05% of the 13F portfolio, value $2,309,771.

    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 19,365 shares
    Change vs previous 13F +2,247 shares

    0.04% of the 13F portfolio, value $1,943,300.

    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 17,118 shares
    Change vs previous 13F +3,119 shares

    0.04% of the 13F portfolio, value $1,893,105.

    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 13,999 shares
    Change vs previous 13F +2,500 shares

    0.03% of the 13F portfolio, value $1,249,172.

    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 11,499 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,197,415.

    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).