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Disclosery

Dakota Wealth Management: EXR position timeline

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

Dakota Wealth Management held 43,717 EXR 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 43,717 shares
    Change vs previous 13F +12,196 shares

    0.12% of the 13F portfolio, value $6,352,110.

    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 31,521 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,133,361.

    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).