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Disclosery

Dakota Wealth Management: MPC position timeline

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

Dakota Wealth Management held 22,196 MPC 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 22,196 shares
    Change vs previous 13F -533 shares

    0.11% of the 13F portfolio, value $5,674,911.

    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 22,729 shares
    Change vs previous 13F -982 shares

    0.12% of the 13F portfolio, value $5,549,852.

    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 23,711 shares
    Change vs previous 13F +4,514 shares

    0.07% of the 13F portfolio, value $3,856,199.

    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 19,197 shares
    Change vs previous 13F -3,990 shares

    0.07% of the 13F portfolio, value $3,699,967.

    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 23,187 shares
    Change vs previous 13F -160 shares

    0.08% of the 13F portfolio, value $3,851,599.

    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 23,347 shares
    Change vs previous 13F -107 shares

    0.08% of the 13F portfolio, value $3,401,457.

    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 23,454 shares
    Change vs previous 13F -848 shares

    0.08% of the 13F portfolio, value $3,271,826.

    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 24,302 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,959,068.

    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).