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Disclosery

Dakota Wealth Management: PFF position timeline

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

Dakota Wealth Management held 652,995 PFF 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 652,995 shares
    Change vs previous 13F -180,091 shares

    0.38% of the 13F portfolio, value $19,909,818.

    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 833,086 shares
    Change vs previous 13F -101,911 shares

    0.55% of the 13F portfolio, value $25,259,183.

    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 934,997 shares
    Change vs previous 13F -87,045 shares

    0.51% of the 13F portfolio, value $28,947,505.

    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 1,022,042 shares
    Change vs previous 13F -61,239 shares

    0.65% of the 13F portfolio, value $32,316,980.

    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 1,083,281 shares
    Change vs previous 13F -17,331 shares

    0.7% of the 13F portfolio, value $33,235,051.

    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 1,100,612 shares
    Change vs previous 13F -61,561 shares

    0.79% of the 13F portfolio, value $33,821,813.

    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 1,162,173 shares
    Change vs previous 13F -13,591 shares

    0.84% of the 13F portfolio, value $36,538,708.

    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 1,175,764 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $39,070,653.

    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).