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Disclosery

Dakota Wealth Management: IJR position timeline

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

Dakota Wealth Management held 43,789 IJR 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 43,789 shares
    Change vs previous 13F +154 shares

    0.12% of the 13F portfolio, value $6,494,372.

    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 43,635 shares
    Change vs previous 13F -2,583 shares

    0.12% of the 13F portfolio, value $5,424,312.

    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 46,218 shares
    Change vs previous 13F -1,372 shares

    0.1% of the 13F portfolio, value $5,554,484.

    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 47,590 shares
    Change vs previous 13F -31,051 shares

    0.11% of the 13F portfolio, value $5,655,120.

    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 78,641 shares
    Change vs previous 13F -49,850 shares

    0.18% of the 13F portfolio, value $8,594,664.

    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 128,491 shares
    Change vs previous 13F -7,343 shares

    0.31% of the 13F portfolio, value $13,436,263.

    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 135,834 shares
    Change vs previous 13F -2,850 shares

    0.36% of the 13F portfolio, value $15,650,741.

    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 138,684 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $16,220,432.

    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).