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Disclosery

Dakota Wealth Management: MCK position timeline

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

Dakota Wealth Management held 819 MCK 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 819 shares
    Change vs previous 13F -29 shares

    0.01% of the 13F portfolio, value $618,999.

    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 848 shares
    Change vs previous 13F -167 shares

    0.02% of the 13F portfolio, value $734,021.

    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 1,015 shares
    Change vs previous 13F +258 shares

    0.01% of the 13F portfolio, value $832,708.

    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 757 shares
    Change vs previous 13F -17,691 shares

    0.01% of the 13F portfolio, value $584,909.

    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 18,448 shares
    Change vs previous 13F +16,933 shares

    0.28% of the 13F portfolio, value $13,518,980.

    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 1,515 shares
    Change vs previous 13F -67 shares

    0.02% of the 13F portfolio, value $1,019,521.

    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 1,582 shares
    Change vs previous 13F +43 shares

    0.02% of the 13F portfolio, value $901,543.

    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 1,539 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $760,857.

    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).