Skip to content
Disclosery

Dakota Wealth Management: EIM position timeline

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

Dakota Wealth Management held 197,690 EIM 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 197,690 shares
    Change vs previous 13F -3,270 shares

    0.04% of the 13F portfolio, value $1,968,992.

    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 200,960 shares
    Change vs previous 13F -6,640 shares

    0.04% of the 13F portfolio, value $1,963,378.

    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 207,600 shares
    Change vs previous 13F -44,666 shares

    0.04% of the 13F portfolio, value $2,019,947.

    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 252,266 shares
    Change vs previous 13F -74,223 shares

    0.05% of the 13F portfolio, value $2,507,522.

    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 326,489 shares
    Change vs previous 13F +29,360 shares

    0.07% of the 13F portfolio, value $3,157,146.

    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 297,129 shares
    Change vs previous 13F -19,886 shares

    0.07% of the 13F portfolio, value $2,962,374.

    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 317,015 shares
    Change vs previous 13F +9,838 shares

    0.08% of the 13F portfolio, value $3,284,274.

    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 307,177 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,305,223.

    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).