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Disclosery

Dakota Wealth Management: IWB position timeline

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

Dakota Wealth Management held 10,028 IWB 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 10,028 shares
    Change vs previous 13F -820 shares

    0.08% of the 13F portfolio, value $4,106,467.

    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 10,848 shares
    Change vs previous 13F -256 shares

    0.08% of the 13F portfolio, value $3,867,963.

    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 11,104 shares
    Change vs previous 13F -277 shares

    0.07% of the 13F portfolio, value $4,146,678.

    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 11,381 shares
    Change vs previous 13F -195 shares

    0.08% of the 13F portfolio, value $4,159,529.

    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 11,576 shares
    Change vs previous 13F +847 shares

    0.08% of the 13F portfolio, value $3,930,863.

    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 10,729 shares
    Change vs previous 13F +158 shares

    0.08% of the 13F portfolio, value $3,291,015.

    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 10,571 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $3,405,554.

    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 10,571 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,323,417.

    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).