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Disclosery

Dakota Wealth Management: GE position timeline

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

Dakota Wealth Management held 60,249 GE 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 60,249 shares
    Change vs previous 13F -8,953 shares

    0.43% of the 13F portfolio, value $22,516,793.

    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 69,202 shares
    Change vs previous 13F +1,144 shares

    0.43% of the 13F portfolio, value $19,638,394.

    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 68,058 shares
    Change vs previous 13F +5,032 shares

    0.37% of the 13F portfolio, value $20,964,651.

    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 63,026 shares
    Change vs previous 13F +5,825 shares

    0.38% of the 13F portfolio, value $18,960,014.

    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 57,201 shares
    Change vs previous 13F +22,792 shares

    0.31% of the 13F portfolio, value $14,723,085.

    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 34,409 shares
    Change vs previous 13F +25,485 shares

    0.16% of the 13F portfolio, value $6,887,041.

    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 8,924 shares
    Change vs previous 13F +838 shares

    0.03% of the 13F portfolio, value $1,488,523.

    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 8,086 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,524,946.

    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).