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Disclosery

Dakota Wealth Management: JBL position timeline

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

Dakota Wealth Management held 10,501 JBL 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 10,501 shares
    Change vs previous 13F +1,055 shares

    0.08% of the 13F portfolio, value $4,048,046.

    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 9,446 shares
    Change vs previous 13F +3,047 shares

    0.05% of the 13F portfolio, value $2,509,161.

    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 6,399 shares
    Change vs previous 13F +70 shares

    0.03% of the 13F portfolio, value $1,459,052.

    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 6,329 shares
    Change vs previous 13F +578 shares

    0.03% of the 13F portfolio, value $1,374,576.

    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 5,751 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,254,329.

    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).