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Disclosery

Dakota Wealth Management: EMR position timeline

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

Dakota Wealth Management held 2,330 EMR 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 2,330 shares
    Change vs previous 13F -1,136 shares

    0.01% of the 13F portfolio, value $333,561.

    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 3,466 shares
    Change vs previous 13F -216 shares

    0.01% of the 13F portfolio, value $454,135.

    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 3,682 shares
    Change vs previous 13F +839 shares

    0.01% of the 13F portfolio, value $488,727.

    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 2,843 shares
    Change vs previous 13F -2,158 shares

    0.01% of the 13F portfolio, value $372,945.

    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 5,001 shares
    Change vs previous 13F -83 shares

    0.01% of the 13F portfolio, value $666,785.

    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 5,084 shares
    Change vs previous 13F -2,887 shares

    0.01% of the 13F portfolio, value $557,411.

    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 7,971 shares
    Change vs previous 13F +838 shares

    0.02% of the 13F portfolio, value $987,832.

    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 7,133 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $780,124.

    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).