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Disclosery

Dakota Wealth Management: HSY position timeline

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

Dakota Wealth Management held 10,918 HSY 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 10,918 shares
    Change vs previous 13F -2,243 shares

    0.04% of the 13F portfolio, value $1,915,513.

    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 13,161 shares
    Change vs previous 13F -10,569 shares

    0.06% of the 13F portfolio, value $2,736,023.

    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 23,730 shares
    Change vs previous 13F -4,790 shares

    0.08% of the 13F portfolio, value $4,318,462.

    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 28,520 shares
    Change vs previous 13F -1,129 shares

    0.11% of the 13F portfolio, value $5,334,679.

    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 29,649 shares
    Change vs previous 13F -2,103 shares

    0.1% of the 13F portfolio, value $4,920,262.

    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 31,752 shares
    Change vs previous 13F -258 shares

    0.13% of the 13F portfolio, value $5,430,465.

    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 32,010 shares
    Change vs previous 13F -184 shares

    0.12% of the 13F portfolio, value $5,420,948.

    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 32,194 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,174,167.

    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).