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Disclosery

Dakota Wealth Management: EOD position timeline

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

Dakota Wealth Management held 58,865 EOD 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 58,865 shares
    Change vs previous 13F -4,570 shares

    0.01% of the 13F portfolio, value $384,389.

    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 63,435 shares
    Change vs previous 13F -365 shares

    0.01% of the 13F portfolio, value $369,827.

    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 63,800 shares
    Change vs previous 13F +51,840 shares

    0.01% of the 13F portfolio, value $371,954.

    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 11,960 shares
    Change vs previous 13F -1,760 shares

    <0.01% of the 13F portfolio, value $68,172.

    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 13,720 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $73,951.

    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 13,720 shares
    Change vs previous 13F +3,000 shares

    <0.01% of the 13F portfolio, value $67,914.

    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 10,720 shares
    Change vs previous 13F +470 shares

    <0.01% of the 13F portfolio, value $53,279.

    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 10,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $51,353.

    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).