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Disclosery

Dakota Wealth Management: JPST position timeline

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

Dakota Wealth Management held 686,045 JPST 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 686,045 shares
    Change vs previous 13F -18,355 shares

    0.66% of the 13F portfolio, value $34,693,286.

    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 704,400 shares
    Change vs previous 13F +118,844 shares

    0.77% of the 13F portfolio, value $35,649,661.

    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 585,556 shares
    Change vs previous 13F +130,415 shares

    0.53% of the 13F portfolio, value $29,623,268.

    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 455,141 shares
    Change vs previous 13F +31,541 shares

    0.47% of the 13F portfolio, value $23,089,290.

    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 423,600 shares
    Change vs previous 13F +63,388 shares

    0.45% of the 13F portfolio, value $21,468,039.

    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 360,212 shares
    Change vs previous 13F +65,901 shares

    0.43% of the 13F portfolio, value $18,237,534.

    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 294,311 shares
    Change vs previous 13F +37,078 shares

    0.34% of the 13F portfolio, value $14,824,446.

    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 257,233 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $13,052,003.

    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).