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Disclosery

Dakota Wealth Management: MAR position timeline

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

Dakota Wealth Management held 4,218 MAR 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 4,218 shares
    Change vs previous 13F -3,861 shares

    0.03% of the 13F portfolio, value $1,563,289.

    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 8,079 shares
    Change vs previous 13F -1,872 shares

    0.06% of the 13F portfolio, value $2,642,451.

    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 9,951 shares
    Change vs previous 13F +2,102 shares

    0.05% of the 13F portfolio, value $3,087,235.

    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 7,849 shares
    Change vs previous 13F -110 shares

    0.04% of the 13F portfolio, value $2,044,129.

    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 7,959 shares
    Change vs previous 13F +348 shares

    0.05% of the 13F portfolio, value $2,174,394.

    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 7,611 shares
    Change vs previous 13F -109 shares

    0.04% of the 13F portfolio, value $1,812,851.

    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 7,720 shares
    Change vs previous 13F +59 shares

    0.05% of the 13F portfolio, value $2,153,295.

    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 7,661 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,904,418.

    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).