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Disclosery

Dakota Wealth Management: IWM position timeline

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

Dakota Wealth Management held 137,949 IWM 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 137,949 shares
    Change vs previous 13F -10,216 shares

    0.79% of the 13F portfolio, value $41,446,659.

    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 148,165 shares
    Change vs previous 13F -17,798 shares

    0.8% of the 13F portfolio, value $36,744,902.

    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 165,963 shares
    Change vs previous 13F +471 shares

    0.73% of the 13F portfolio, value $40,853,468.

    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 165,492 shares
    Change vs previous 13F -16,880 shares

    0.81% of the 13F portfolio, value $40,042,442.

    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 182,372 shares
    Change vs previous 13F -7,641 shares

    0.83% of the 13F portfolio, value $39,354,059.

    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 190,013 shares
    Change vs previous 13F -4,543 shares

    0.89% of the 13F portfolio, value $37,905,773.

    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 194,556 shares
    Change vs previous 13F +7,320 shares

    0.99% of the 13F portfolio, value $42,989,061.

    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 187,236 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $41,358,486.

    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).