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Dakota Wealth Management: HD position timeline

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

Dakota Wealth Management held 23,204 HD 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 23,204 shares
    Change vs previous 13F -8,768 shares

    0.16% of the 13F portfolio, value $8,183,475.

    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 31,972 shares
    Change vs previous 13F -11,736 shares

    0.23% of the 13F portfolio, value $10,515,305.

    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 43,708 shares
    Change vs previous 13F -9,600 shares

    0.27% of the 13F portfolio, value $15,039,775.

    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 53,308 shares
    Change vs previous 13F +17,090 shares

    0.44% of the 13F portfolio, value $21,599,901.

    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 36,218 shares
    Change vs previous 13F -3,919 shares

    0.28% of the 13F portfolio, value $13,278,936.

    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 40,137 shares
    Change vs previous 13F -36,254 shares

    0.34% of the 13F portfolio, value $14,709,908.

    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 76,391 shares
    Change vs previous 13F +9,403 shares

    0.68% of the 13F portfolio, value $29,715,175.

    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 66,988 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $27,143,395.

    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).