Dakota Wealth Management: EZU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dakota Wealth Management on EZU, newest first. How the timeline and the estimate are built.
Dakota Wealth Management held 289,084 EZU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 289,084 sharesChange vs previous 13F +2,096 shares
0.38% of the 13F portfolio, value $20,091,325.
13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 286,988 sharesChange vs previous 13F +12,553 shares
0.39% of the 13F portfolio, value $17,976,957.
13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 274,435 sharesChange vs previous 13F +11,177 shares
0.31% of the 13F portfolio, value $17,591,312.
13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 263,258 sharesChange vs previous 13F +83,768 shares
0.33% of the 13F portfolio, value $16,306,200.
13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 179,490 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $10,670,675.
13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).