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Disclosery

Dakota Wealth Management: IWF position timeline

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

Dakota Wealth Management held 97,216 IWF 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 97,216 shares
    Change vs previous 13F +69,580 shares

    0.23% of the 13F portfolio, value $12,071,305.

    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 27,636 shares
    Change vs previous 13F -7,343 shares

    0.26% of the 13F portfolio, value $11,784,079.

    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 34,979 shares
    Change vs previous 13F +643 shares

    0.29% of the 13F portfolio, value $16,555,742.

    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 34,336 shares
    Change vs previous 13F -2,133 shares

    0.32% of the 13F portfolio, value $16,083,141.

    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 36,469 shares
    Change vs previous 13F -147 shares

    0.33% of the 13F portfolio, value $15,483,958.

    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 36,616 shares
    Change vs previous 13F -2,555 shares

    0.31% of the 13F portfolio, value $13,221,647.

    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 39,171 shares
    Change vs previous 13F -19 shares

    0.36% of the 13F portfolio, value $15,730,244.

    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 39,190 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $14,711,088.

    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).