Dakota Wealth Management: KD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dakota Wealth Management on KD, newest first. How the timeline and the estimate are built.
Dakota Wealth Management held 53,869 KD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 53,869 sharesChange vs previous 13F -26,831 shares
0.01% of the 13F portfolio, value $609,259.
13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 80,700 sharesChange vs previous 13F +39,134 shares
0.02% of the 13F portfolio, value $1,058,784.
13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 41,566 sharesChange vs previous 13F +41,566 shares
0.02% of the 13F portfolio, value $1,103,993.
13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -35,281 shares
13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 35,281 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,220,723.
13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).