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Disclosery

Dakota Wealth Management: KTF position timeline

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

Dakota Wealth Management held 117,161 KTF 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 117,161 shares
    Change vs previous 13F -3,700 shares

    0.02% of the 13F portfolio, value $1,077,882.

    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 120,861 shares
    Change vs previous 13F -1,800 shares

    0.02% of the 13F portfolio, value $1,099,836.

    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 122,661 shares
    Change vs previous 13F +3,100 shares

    0.02% of the 13F portfolio, value $1,114,989.

    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 119,561 shares
    Change vs previous 13F +5,500 shares

    0.02% of the 13F portfolio, value $1,096,375.

    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 114,061 shares
    Change vs previous 13F +38,148 shares

    0.02% of the 13F portfolio, value $1,008,300.

    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 75,913 shares
    Change vs previous 13F +39,013 shares

    0.02% of the 13F portfolio, value $712,064.

    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 36,900 shares
    Change vs previous 13F +1,000 shares

    0.01% of the 13F portfolio, value $348,705.

    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 35,900 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $357,923.

    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).