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Disclosery

Dakota Wealth Management: MDY position timeline

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

Dakota Wealth Management held 9,354 MDY 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 9,354 shares
    Change vs previous 13F -1,650 shares

    0.13% of the 13F portfolio, value $6,578,829.

    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 11,004 shares
    Change vs previous 13F -705 shares

    0.15% of the 13F portfolio, value $6,786,811.

    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 11,709 shares
    Change vs previous 13F +271 shares

    0.13% of the 13F portfolio, value $7,063,702.

    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 11,438 shares
    Change vs previous 13F -451 shares

    0.14% of the 13F portfolio, value $6,817,220.

    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 11,889 shares
    Change vs previous 13F -108 shares

    0.14% of the 13F portfolio, value $6,734,931.

    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 11,997 shares
    Change vs previous 13F +37 shares

    0.15% of the 13F portfolio, value $6,400,074.

    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 11,960 shares
    Change vs previous 13F -166 shares

    0.16% of the 13F portfolio, value $6,812,459.

    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 12,126 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,907,818.

    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).