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Disclosery

Dakota Wealth Management: PBE position timeline

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

Dakota Wealth Management held 0 PBE shares at 2025-12-31 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -3,200 shares

    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).

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

  2. period ended2025-09-30
    13F/A 3,200 shares
    Change vs previous 13F -1,701 shares

    <0.01% of the 13F portfolio, value $223,584.

    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).

  3. period ended2025-06-30
    13F 4,901 shares
    Change vs previous 13F -3,069 shares

    0.01% of the 13F portfolio, value $314,131.

    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).

  4. period ended2025-03-31
    13F 7,970 shares
    Change vs previous 13F -1,100 shares

    0.01% of the 13F portfolio, value $505,626.

    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).

  5. period ended2024-12-31
    13F 9,070 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $603,415.

    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).

  6. period ended2024-09-30
    13F 9,270 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $647,232.

    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).