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Disclosery

Dakota Wealth Management: MUB position timeline

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

Dakota Wealth Management held 268,682 MUB 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 268,682 shares
    Change vs previous 13F +3,899 shares

    0.55% of the 13F portfolio, value $28,915,511.

    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 264,783 shares
    Change vs previous 13F +9,962 shares

    0.61% of the 13F portfolio, value $28,106,669.

    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 254,821 shares
    Change vs previous 13F +133,184 shares

    0.48% of the 13F portfolio, value $27,293,918.

    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 121,637 shares
    Change vs previous 13F +9,599 shares

    0.26% of the 13F portfolio, value $12,953,115.

    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 112,038 shares
    Change vs previous 13F +7,404 shares

    0.25% of the 13F portfolio, value $11,705,766.

    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 104,634 shares
    Change vs previous 13F +4,043 shares

    0.26% of the 13F portfolio, value $11,032,569.

    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 100,591 shares
    Change vs previous 13F +2,643 shares

    0.25% of the 13F portfolio, value $10,717,967.

    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 97,948 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $10,640,137.

    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).