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Disclosery

Dakota Wealth Management: MDU position timeline

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

Dakota Wealth Management held 68,159 MDU 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 68,159 shares
    Change vs previous 13F +583 shares

    0.03% of the 13F portfolio, value $1,454,753.

    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 67,576 shares
    Change vs previous 13F -759 shares

    0.03% of the 13F portfolio, value $1,409,203.

    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 68,335 shares
    Change vs previous 13F +5,226 shares

    0.02% of the 13F portfolio, value $1,342,670.

    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 63,109 shares
    Change vs previous 13F -5,723 shares

    0.02% of the 13F portfolio, value $1,132,302.

    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 68,832 shares
    Change vs previous 13F -6,846 shares

    0.02% of the 13F portfolio, value $1,156,323.

    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 75,678 shares
    Change vs previous 13F +965 shares

    0.03% of the 13F portfolio, value $1,289,232.

    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 74,713 shares
    Change vs previous 13F -2,865 shares

    0.03% of the 13F portfolio, value $1,355,705.

    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 77,578 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,136,319.

    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).