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Disclosery

Dakota Wealth Management: PAGP position timeline

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

Dakota Wealth Management held 40,167 PAGP 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 40,167 shares
    Change vs previous 13F -2,204 shares

    0.02% of the 13F portfolio, value $974,860.

    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 42,371 shares
    Change vs previous 13F +76 shares

    0.02% of the 13F portfolio, value $1,028,769.

    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 42,295 shares
    Change vs previous 13F -2,389 shares

    0.01% of the 13F portfolio, value $809,527.

    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 44,684 shares
    Change vs previous 13F +3,505 shares

    0.02% of the 13F portfolio, value $815,038.

    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 41,179 shares
    Change vs previous 13F +820 shares

    0.02% of the 13F portfolio, value $800,109.

    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 40,359 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $862,069.

    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).