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Disclosery

Dakota Wealth Management: MA position timeline

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

Dakota Wealth Management held 17,511 MA 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 17,511 shares
    Change vs previous 13F +155 shares

    0.17% of the 13F portfolio, value $8,993,872.

    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 17,356 shares
    Change vs previous 13F +4,745 shares

    0.19% of the 13F portfolio, value $8,671,958.

    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 12,611 shares
    Change vs previous 13F +544 shares

    0.13% of the 13F portfolio, value $7,199,591.

    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 12,067 shares
    Change vs previous 13F -1,025 shares

    0.14% of the 13F portfolio, value $6,863,895.

    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 13,092 shares
    Change vs previous 13F -204 shares

    0.15% of the 13F portfolio, value $7,356,838.

    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 13,296 shares
    Change vs previous 13F +518 shares

    0.17% of the 13F portfolio, value $7,287,578.

    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 12,778 shares
    Change vs previous 13F +83 shares

    0.15% of the 13F portfolio, value $6,728,679.

    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 12,695 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,268,823.

    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).