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Disclosery

Dakota Wealth Management: IWR position timeline

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

Dakota Wealth Management held 293,538 IWR 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 293,538 shares
    Change vs previous 13F -26,779 shares

    0.62% of the 13F portfolio, value $32,383,092.

    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 320,317 shares
    Change vs previous 13F -50,664 shares

    0.67% of the 13F portfolio, value $31,144,460.

    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 370,981 shares
    Change vs previous 13F -4,343 shares

    0.63% of the 13F portfolio, value $35,714,343.

    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 375,324 shares
    Change vs previous 13F -64,667 shares

    0.73% of the 13F portfolio, value $36,237,503.

    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 439,991 shares
    Change vs previous 13F -11,887 shares

    0.85% of the 13F portfolio, value $40,465,974.

    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 451,878 shares
    Change vs previous 13F -13,667 shares

    0.9% of the 13F portfolio, value $38,441,301.

    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 465,545 shares
    Change vs previous 13F +13,945 shares

    0.95% of the 13F portfolio, value $41,154,196.

    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 451,600 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $39,804,007.

    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).