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Disclosery

Dakota Wealth Management: MDT position timeline

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

Dakota Wealth Management held 72,552 MDT 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 72,552 shares
    Change vs previous 13F -138,838 shares

    0.11% of the 13F portfolio, value $5,675,972.

    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 211,390 shares
    Change vs previous 13F +5,849 shares

    0.4% of the 13F portfolio, value $18,323,983.

    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 205,541 shares
    Change vs previous 13F +48,826 shares

    0.35% of the 13F portfolio, value $19,751,132.

    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 156,715 shares
    Change vs previous 13F +81,896 shares

    0.3% of the 13F portfolio, value $14,925,702.

    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 74,819 shares
    Change vs previous 13F +3,514 shares

    0.14% of the 13F portfolio, value $6,522,230.

    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 71,305 shares
    Change vs previous 13F +20,918 shares

    0.15% of the 13F portfolio, value $6,407,657.

    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 50,387 shares
    Change vs previous 13F -1,955 shares

    0.09% of the 13F portfolio, value $4,025,094.

    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 52,342 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,712,557.

    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).