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Disclosery

Dakota Wealth Management: O position timeline

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

Dakota Wealth Management held 61,896 O 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 61,896 shares
    Change vs previous 13F +242 shares

    0.07% of the 13F portfolio, value $3,835,198.

    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 61,654 shares
    Change vs previous 13F -2,863 shares

    0.08% of the 13F portfolio, value $3,772,108.

    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 64,517 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $3,648,769.

    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 64,537 shares
    Change vs previous 13F -7,451 shares

    0.08% of the 13F portfolio, value $3,923,195.

    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 71,988 shares
    Change vs previous 13F -1,883 shares

    0.09% of the 13F portfolio, value $4,147,251.

    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 73,871 shares
    Change vs previous 13F +13,764 shares

    0.1% of the 13F portfolio, value $4,285,281.

    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 60,107 shares
    Change vs previous 13F -3,290 shares

    0.07% of the 13F portfolio, value $3,210,307.

    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 63,397 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,020,612.

    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).