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Disclosery

Dakota Wealth Management: PFG position timeline

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

Dakota Wealth Management held 20,315 PFG 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 20,315 shares
    Change vs previous 13F -1,052 shares

    0.04% of the 13F portfolio, value $2,189,551.

    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 21,367 shares
    Change vs previous 13F -3,523 shares

    0.04% of the 13F portfolio, value $1,925,381.

    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 24,890 shares
    Change vs previous 13F -2,196 shares

    0.04% of the 13F portfolio, value $2,195,548.

    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 27,086 shares
    Change vs previous 13F -1,414 shares

    0.05% of the 13F portfolio, value $2,245,701.

    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 28,500 shares
    Change vs previous 13F +72 shares

    0.05% of the 13F portfolio, value $2,263,756.

    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 28,428 shares
    Change vs previous 13F -1,842 shares

    0.06% of the 13F portfolio, value $2,398,471.

    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 30,270 shares
    Change vs previous 13F -1,281 shares

    0.05% of the 13F portfolio, value $2,343,201.

    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 31,551 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,710,231.

    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).