Skip to content
Disclosery

Dakota Wealth Management: MBB position timeline

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

Dakota Wealth Management held 720,721 MBB 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 720,721 shares
    Change vs previous 13F +117,108 shares

    1.3% of the 13F portfolio, value $68,122,530.

    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 603,613 shares
    Change vs previous 13F +57,258 shares

    1.24% of the 13F portfolio, value $57,313,014.

    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 546,355 shares
    Change vs previous 13F +182,706 shares

    0.92% of the 13F portfolio, value $52,023,945.

    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 363,649 shares
    Change vs previous 13F +62,909 shares

    0.7% of the 13F portfolio, value $34,601,231.

    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 300,740 shares
    Change vs previous 13F +83,686 shares

    0.59% of the 13F portfolio, value $28,236,436.

    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 217,054 shares
    Change vs previous 13F +16,051 shares

    0.48% of the 13F portfolio, value $20,355,354.

    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 201,003 shares
    Change vs previous 13F +29,957 shares

    0.42% of the 13F portfolio, value $18,427,995.

    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 171,046 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $16,387,918.

    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).