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Disclosery

Dakota Wealth Management: HWM position timeline

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

Dakota Wealth Management held 64,689 HWM 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 64,689 shares
    Change vs previous 13F -946 shares

    0.33% of the 13F portfolio, value $17,392,186.

    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 65,635 shares
    Change vs previous 13F -15,164 shares

    0.33% of the 13F portfolio, value $15,126,153.

    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 80,799 shares
    Change vs previous 13F -6,629 shares

    0.29% of the 13F portfolio, value $16,565,403.

    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 87,428 shares
    Change vs previous 13F -10,242 shares

    0.35% of the 13F portfolio, value $17,156,071.

    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 97,670 shares
    Change vs previous 13F -7,977 shares

    0.38% of the 13F portfolio, value $18,179,352.

    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 105,647 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $13,705,586.

    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).