Skip to content
Disclosery

Dakota Wealth Management: IBIT position timeline

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

Dakota Wealth Management held 61,886 IBIT 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 61,886 shares
    Change vs previous 13F -9,003 shares

    0.04% of the 13F portfolio, value $2,060,189.

    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 70,889 shares
    Change vs previous 13F -7,601 shares

    0.06% of the 13F portfolio, value $2,723,556.

    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 78,490 shares
    Change vs previous 13F +9,746 shares

    0.07% of the 13F portfolio, value $3,897,029.

    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 68,744 shares
    Change vs previous 13F +3,825 shares

    0.09% of the 13F portfolio, value $4,468,346.

    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 64,919 shares
    Change vs previous 13F +3,157 shares

    0.08% of the 13F portfolio, value $3,973,721.

    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 61,762 shares
    Change vs previous 13F +15,320 shares

    0.07% of the 13F portfolio, value $2,891,083.

    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 46,442 shares
    Change vs previous 13F -14,976 shares

    0.06% of the 13F portfolio, value $2,463,773.

    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 61,418 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,219,033.

    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).