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Disclosery

Dakota Wealth Management: HYG position timeline

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

Dakota Wealth Management held 117,902 HYG 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 117,902 shares
    Change vs previous 13F +30,087 shares

    0.18% of the 13F portfolio, value $9,428,656.

    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 87,815 shares
    Change vs previous 13F +26,053 shares

    0.15% of the 13F portfolio, value $6,986,578.

    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 61,762 shares
    Change vs previous 13F +45,559 shares

    0.09% of the 13F portfolio, value $4,979,846.

    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 16,203 shares
    Change vs previous 13F -3,571 shares

    0.03% of the 13F portfolio, value $1,315,510.

    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 19,774 shares
    Change vs previous 13F +4,017 shares

    0.03% of the 13F portfolio, value $1,594,808.

    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 15,757 shares
    Change vs previous 13F +2,361 shares

    0.03% of the 13F portfolio, value $1,243,080.

    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 13,396 shares
    Change vs previous 13F +2,500 shares

    0.02% of the 13F portfolio, value $1,053,619.

    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 10,896 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $874,948.

    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).