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Disclosery

Dakota Wealth Management: META position timeline

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

Dakota Wealth Management held 63,246 META 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 63,246 shares
    Change vs previous 13F -7,021 shares

    0.68% of the 13F portfolio, value $35,625,815.

    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 70,267 shares
    Change vs previous 13F -3,329 shares

    0.87% of the 13F portfolio, value $40,201,833.

    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 73,596 shares
    Change vs previous 13F -4,788 shares

    0.86% of the 13F portfolio, value $48,580,194.

    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 78,384 shares
    Change vs previous 13F +1,514 shares

    1.16% of the 13F portfolio, value $57,563,896.

    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 76,870 shares
    Change vs previous 13F -23,027 shares

    1.19% of the 13F portfolio, value $56,737,180.

    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 99,897 shares
    Change vs previous 13F -917 shares

    1.35% of the 13F portfolio, value $57,576,375.

    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 100,814 shares
    Change vs previous 13F +366 shares

    1.36% of the 13F portfolio, value $59,027,344.

    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 100,448 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $57,500,620.

    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).