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Disclosery

Dakota Wealth Management: KEYS position timeline

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

Dakota Wealth Management held 38,006 KEYS 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 38,006 shares
    Change vs previous 13F +3,317 shares

    0.25% of the 13F portfolio, value $13,304,762.

    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 34,689 shares
    Change vs previous 13F +32,235 shares

    0.21% of the 13F portfolio, value $9,795,134.

    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 2,454 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $498,630.

    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 2,440 shares
    Change vs previous 13F -1,175 shares

    0.01% of the 13F portfolio, value $426,805.

    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 3,615 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $592,355.

    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 3,475 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $520,452.

    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 3,431 shares
    Change vs previous 13F +178 shares

    0.01% of the 13F portfolio, value $551,122.

    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 3,253 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $517,001.

    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).