Skip to content
Disclosery

Dakota Wealth Management: FPE position timeline

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

Dakota Wealth Management held 95,233 FPE 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 95,233 shares
    Change vs previous 13F -173,037 shares

    0.03% of the 13F portfolio, value $1,702,763.

    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 268,270 shares
    Change vs previous 13F -48,894 shares

    0.1% of the 13F portfolio, value $4,761,785.

    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 317,164 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,778,736.

    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).