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Dakota Wealth Management: IGIB position timeline

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

Dakota Wealth Management held 1,226,734 IGIB 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 1,226,734 shares
    Change vs previous 13F +130,977 shares

    1.25% of the 13F portfolio, value $65,225,421.

    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 1,095,757 shares
    Change vs previous 13F +79,405 shares

    1.26% of the 13F portfolio, value $58,316,203.

    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 1,016,352 shares
    Change vs previous 13F +33,134 shares

    0.97% of the 13F portfolio, value $54,761,031.

    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 983,218 shares
    Change vs previous 13F +165,655 shares

    1.07% of the 13F portfolio, value $53,182,274.

    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 817,563 shares
    Change vs previous 13F +202,309 shares

    0.92% of the 13F portfolio, value $43,567,912.

    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 615,254 shares
    Change vs previous 13F +36,762 shares

    0.76% of the 13F portfolio, value $32,313,161.

    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 578,492 shares
    Change vs previous 13F +147,568 shares

    0.69% of the 13F portfolio, value $29,798,116.

    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 430,924 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $23,149,213.

    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).