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Disclosery

Dakota Wealth Management: MO position timeline

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

Dakota Wealth Management held 13,108 MO 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 13,108 shares
    Change vs previous 13F +274 shares

    0.02% of the 13F portfolio, value $943,137.

    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 12,834 shares
    Change vs previous 13F +2,377 shares

    0.02% of the 13F portfolio, value $846,930.

    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 10,457 shares
    Change vs previous 13F -466 shares

    0.01% of the 13F portfolio, value $602,964.

    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 10,923 shares
    Change vs previous 13F -4,509 shares

    0.01% of the 13F portfolio, value $721,574.

    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 15,432 shares
    Change vs previous 13F +2,529 shares

    0.02% of the 13F portfolio, value $905,143.

    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 12,903 shares
    Change vs previous 13F +828 shares

    0.02% of the 13F portfolio, value $774,812.

    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 12,075 shares
    Change vs previous 13F -203 shares

    0.01% of the 13F portfolio, value $631,758.

    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 12,278 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $627,008.

    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).