Skip to content
Disclosery

Dakota Wealth Management: EXPD position timeline

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

Dakota Wealth Management held 22,243 EXPD 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 22,243 shares
    Change vs previous 13F -420 shares

    0.07% of the 13F portfolio, value $3,625,219.

    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 22,663 shares
    Change vs previous 13F +6,442 shares

    0.07% of the 13F portfolio, value $3,246,023.

    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 16,221 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,417,093.

    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).