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Disclosery

Dakota Wealth Management: IWO position timeline

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

Dakota Wealth Management held 3,267 IWO 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 3,267 shares
    Change vs previous 13F -2,422 shares

    0.02% of the 13F portfolio, value $1,287,165.

    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 5,689 shares
    Change vs previous 13F -2,354 shares

    0.04% of the 13F portfolio, value $1,785,266.

    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 8,043 shares
    Change vs previous 13F +2,054 shares

    0.05% of the 13F portfolio, value $2,597,970.

    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 5,989 shares
    Change vs previous 13F -3 shares

    0.04% of the 13F portfolio, value $1,916,720.

    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 5,992 shares
    Change vs previous 13F -85 shares

    0.04% of the 13F portfolio, value $1,712,874.

    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 6,077 shares
    Change vs previous 13F -1,822 shares

    0.04% of the 13F portfolio, value $1,552,983.

    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 7,899 shares
    Change vs previous 13F +1,871 shares

    0.05% of the 13F portfolio, value $2,273,491.

    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 6,028 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,711,952.

    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).