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Disclosery

Dakota Wealth Management: OEF position timeline

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

Dakota Wealth Management held 11,916 OEF 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 11,916 shares
    Change vs previous 13F -232 shares

    0.08% of the 13F portfolio, value $4,359,536.

    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 12,148 shares
    Change vs previous 13F -266 shares

    0.08% of the 13F portfolio, value $3,863,777.

    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 12,414 shares
    Change vs previous 13F -1,258 shares

    0.08% of the 13F portfolio, value $4,257,760.

    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 13,672 shares
    Change vs previous 13F -530 shares

    0.09% of the 13F portfolio, value $4,550,665.

    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 14,202 shares
    Change vs previous 13F -46,002 shares

    0.09% of the 13F portfolio, value $4,322,333.

    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 60,204 shares
    Change vs previous 13F -40,576 shares

    0.38% of the 13F portfolio, value $16,305,018.

    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 100,780 shares
    Change vs previous 13F +8,625 shares

    0.67% of the 13F portfolio, value $29,110,319.

    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 92,155 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $25,504,860.

    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).