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Disclosery

Dakota Wealth Management: JEPI position timeline

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

Dakota Wealth Management held 49,115 JEPI 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 49,115 shares
    Change vs previous 13F -4,250 shares

    0.05% of the 13F portfolio, value $2,774,024.

    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 53,365 shares
    Change vs previous 13F -4,434 shares

    0.07% of the 13F portfolio, value $3,024,715.

    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 57,799 shares
    Change vs previous 13F +40,907 shares

    0.06% of the 13F portfolio, value $3,308,406.

    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 16,892 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $964,534.

    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 16,892 shares
    Change vs previous 13F -235 shares

    0.02% of the 13F portfolio, value $960,311.

    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 17,127 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $978,637.

    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 17,215 shares
    Change vs previous 13F -8,573 shares

    0.02% of the 13F portfolio, value $990,379.

    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 25,788 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,534,669.

    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).