Skip to content
Disclosery

Dakota Wealth Management: FINS position timeline

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

Dakota Wealth Management held 77,835 FINS 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 77,835 shares
    Change vs previous 13F -3,000 shares

    0.02% of the 13F portfolio, value $996,288.

    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 80,835 shares
    Change vs previous 13F +3,000 shares

    0.02% of the 13F portfolio, value $1,030,647.

    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 77,835 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,028,201.

    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 77,835 shares
    Change vs previous 13F -5,600 shares

    0.02% of the 13F portfolio, value $1,020,417.

    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 83,435 shares
    Change vs previous 13F +21,585 shares

    0.02% of the 13F portfolio, value $1,082,987.

    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 61,850 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $833,738.

    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 61,850 shares
    Change vs previous 13F -750 shares

    0.02% of the 13F portfolio, value $785,495.

    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 62,600 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $827,572.

    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).