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Disclosery

Dakota Wealth Management: IGSB position timeline

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

Dakota Wealth Management held 1,104,802 IGSB 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 1,104,802 shares
    Change vs previous 13F +113,561 shares

    1.11% of the 13F portfolio, value $57,902,678.

    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 991,241 shares
    Change vs previous 13F +68,765 shares

    1.13% of the 13F portfolio, value $52,099,624.

    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 922,476 shares
    Change vs previous 13F +177,928 shares

    0.87% of the 13F portfolio, value $48,780,533.

    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 744,548 shares
    Change vs previous 13F +57,371 shares

    0.8% of the 13F portfolio, value $39,483,382.

    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 687,177 shares
    Change vs previous 13F +172,483 shares

    0.76% of the 13F portfolio, value $36,255,476.

    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 514,694 shares
    Change vs previous 13F +46,390 shares

    0.63% of the 13F portfolio, value $26,954,545.

    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 468,304 shares
    Change vs previous 13F +57,619 shares

    0.56% of the 13F portfolio, value $24,211,312.

    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 410,685 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $21,626,667.

    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).