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Disclosery

Dakota Wealth Management: IEF position timeline

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

Dakota Wealth Management held 37,946 IEF 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 37,946 shares
    Change vs previous 13F +8,527 shares

    0.07% of the 13F portfolio, value $3,588,555.

    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 29,419 shares
    Change vs previous 13F -1,851 shares

    0.06% of the 13F portfolio, value $2,807,750.

    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 31,270 shares
    Change vs previous 13F +17,796 shares

    0.05% of the 13F portfolio, value $3,006,924.

    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 13,474 shares
    Change vs previous 13F +2,255 shares

    0.03% of the 13F portfolio, value $1,299,703.

    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 11,219 shares
    Change vs previous 13F -455 shares

    0.02% of the 13F portfolio, value $1,074,445.

    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 11,674 shares
    Change vs previous 13F +210 shares

    0.03% of the 13F portfolio, value $1,113,350.

    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 11,464 shares
    Change vs previous 13F -302 shares

    0.02% of the 13F portfolio, value $1,059,847.

    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 11,766 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,154,480.

    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).