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Disclosery

Dakota Wealth Management: EWC position timeline

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

Dakota Wealth Management held 10,100 EWC 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 10,100 shares
    Change vs previous 13F +245 shares

    0.01% of the 13F portfolio, value $582,164.

    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 9,855 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $539,956.

    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 9,680 shares
    Change vs previous 13F +280 shares

    0.01% of the 13F portfolio, value $522,043.

    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 9,400 shares
    Change vs previous 13F +680 shares

    0.01% of the 13F portfolio, value $475,170.

    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 8,720 shares
    Change vs previous 13F +2,495 shares

    0.01% of the 13F portfolio, value $402,864.

    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 6,225 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,669.

    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).