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Dakota Wealth Management: GXO position timeline

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

Dakota Wealth Management held 23,132 GXO 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 23,132 shares
    Change vs previous 13F -1,121 shares

    0.02% of the 13F portfolio, value $1,172,793.

    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 24,253 shares
    Change vs previous 13F -8,523 shares

    0.03% of the 13F portfolio, value $1,257,519.

    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 32,776 shares
    Change vs previous 13F -1,479 shares

    0.03% of the 13F portfolio, value $1,725,329.

    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 34,255 shares
    Change vs previous 13F +85 shares

    0.04% of the 13F portfolio, value $1,811,748.

    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 34,170 shares
    Change vs previous 13F +465 shares

    0.04% of the 13F portfolio, value $1,664,079.

    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 33,705 shares
    Change vs previous 13F +7,940 shares

    0.03% of the 13F portfolio, value $1,317,193.

    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 25,765 shares
    Change vs previous 13F -10,237 shares

    0.03% of the 13F portfolio, value $1,120,778.

    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 36,002 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,874,625.

    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).