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Disclosery

Dakota Wealth Management: IHI position timeline

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

Dakota Wealth Management held 27,387 IHI 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 27,387 shares
    Change vs previous 13F -442 shares

    0.03% of the 13F portfolio, value $1,353,192.

    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 27,829 shares
    Change vs previous 13F +314 shares

    0.03% of the 13F portfolio, value $1,484,678.

    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 27,515 shares
    Change vs previous 13F -145 shares

    0.03% of the 13F portfolio, value $1,710,058.

    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 27,660 shares
    Change vs previous 13F -2,700 shares

    0.03% of the 13F portfolio, value $1,661,813.

    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 30,360 shares
    Change vs previous 13F -80,146 shares

    0.04% of the 13F portfolio, value $1,901,751.

    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 110,506 shares
    Change vs previous 13F -10,417 shares

    0.16% of the 13F portfolio, value $6,651,383.

    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 120,923 shares
    Change vs previous 13F -2,321 shares

    0.16% of the 13F portfolio, value $7,055,872.

    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 123,244 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,298,487.

    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).