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Disclosery

Dakota Wealth Management: IJJ position timeline

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

Dakota Wealth Management held 4,757 IJJ 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 4,757 shares
    Change vs previous 13F -79,210 shares

    0.01% of the 13F portfolio, value $702,821.

    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 83,967 shares
    Change vs previous 13F +3,271 shares

    0.24% of the 13F portfolio, value $11,125,633.

    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 80,696 shares
    Change vs previous 13F +22,032 shares

    0.19% of the 13F portfolio, value $10,618,802.

    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 58,664 shares
    Change vs previous 13F +2,356 shares

    0.15% of the 13F portfolio, value $7,609,847.

    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 56,308 shares
    Change vs previous 13F +4,919 shares

    0.15% of the 13F portfolio, value $6,958,577.

    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 51,389 shares
    Change vs previous 13F +5,490 shares

    0.14% of the 13F portfolio, value $6,152,820.

    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 45,899 shares
    Change vs previous 13F +5,072 shares

    0.13% of the 13F portfolio, value $5,735,587.

    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 40,827 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,046,999.

    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).