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Disclosery

Dakota Wealth Management: PEP position timeline

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

Dakota Wealth Management held 62,985 PEP 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 62,985 shares
    Change vs previous 13F -5,967 shares

    0.16% of the 13F portfolio, value $8,528,126.

    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 68,952 shares
    Change vs previous 13F -2,548 shares

    0.23% of the 13F portfolio, value $10,707,600.

    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 71,500 shares
    Change vs previous 13F +19,398 shares

    0.18% of the 13F portfolio, value $10,261,715.

    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 52,102 shares
    Change vs previous 13F -4,582 shares

    0.15% of the 13F portfolio, value $7,317,139.

    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 56,684 shares
    Change vs previous 13F -7,311 shares

    0.16% of the 13F portfolio, value $7,484,644.

    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 63,995 shares
    Change vs previous 13F -17,541 shares

    0.22% of the 13F portfolio, value $9,595,425.

    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 81,536 shares
    Change vs previous 13F -5,979 shares

    0.29% of the 13F portfolio, value $12,405,249.

    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 87,515 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $14,881,856.

    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).