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Disclosery

Dakota Wealth Management: NAD position timeline

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

Dakota Wealth Management held 0 NAD shares at 2026-03-31 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -19,048 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F/A 19,048 shares
    Change vs previous 13F -7,883 shares

    <0.01% of the 13F portfolio, value $228,957.

    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).

  3. period ended2025-09-30
    13F/A 26,931 shares
    Change vs previous 13F -32,897 shares

    0.01% of the 13F portfolio, value $314,842.

    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).

  4. period ended2025-06-30
    13F 59,828 shares
    Change vs previous 13F -217,531 shares

    0.01% of the 13F portfolio, value $675,474.

    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).

  5. period ended2025-03-31
    13F 277,359 shares
    Change vs previous 13F -60,640 shares

    0.07% of the 13F portfolio, value $3,195,206.

    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).

  6. period ended2024-12-31
    13F 337,999 shares
    Change vs previous 13F -99,199 shares

    0.09% of the 13F portfolio, value $3,941,069.

    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).

  7. period ended2024-09-30
    13F 437,198 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,412,542.

    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).