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Disclosery

Dakota Wealth Management: MSFT position timeline

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

Dakota Wealth Management held 250,746 MSFT 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 250,746 shares
    Change vs previous 13F -14,755 shares

    1.79% of the 13F portfolio, value $93,533,366.

    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 265,501 shares
    Change vs previous 13F -1,730 shares

    2.13% of the 13F portfolio, value $98,280,536.

    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 267,231 shares
    Change vs previous 13F +31,251 shares

    2.3% of the 13F portfolio, value $129,238,045.

    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 235,980 shares
    Change vs previous 13F -9,411 shares

    2.47% of the 13F portfolio, value $122,225,653.

    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 245,391 shares
    Change vs previous 13F +25,327 shares

    2.57% of the 13F portfolio, value $122,059,844.

    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 220,064 shares
    Change vs previous 13F -48,821 shares

    1.93% of the 13F portfolio, value $82,609,754.

    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 268,885 shares
    Change vs previous 13F -1,917 shares

    2.61% of the 13F portfolio, value $113,334,960.

    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 270,802 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $116,526,217.

    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).