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Disclosery

Dakota Wealth Management: MRSH position timeline

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

Dakota Wealth Management held 2,479 MRSH 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 2,479 shares
    Change vs previous 13F -13,780 shares

    0.01% of the 13F portfolio, value $413,176.

    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 16,259 shares
    Change vs previous 13F -1,095 shares

    0.06% of the 13F portfolio, value $2,820,124.

    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 17,354 shares
    Change vs previous 13F +14,575 shares

    0.06% of the 13F portfolio, value $3,219,451.

    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 2,779 shares
    Change vs previous 13F -287 shares

    0.01% of the 13F portfolio, value $560,140.

    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 3,066 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $670,404.

    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 3,031 shares
    Change vs previous 13F -559 shares

    0.02% of the 13F portfolio, value $739,676.

    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 3,590 shares
    Change vs previous 13F -193 shares

    0.02% of the 13F portfolio, value $762,537.

    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 3,783 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $843,899.

    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).