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Disclosery

Dakota Wealth Management: PFSI position timeline

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

Dakota Wealth Management held 0 PFSI shares at 2026-03-31 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -5,033 shares

    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).

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

  2. period ended2025-12-31
    13F/A 5,033 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $663,551.

    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).

  3. period ended2025-09-30
    13F/A 5,101 shares
    Change vs previous 13F -194 shares

    0.01% of the 13F portfolio, value $631,912.

    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).

  4. period ended2025-06-30
    13F 5,295 shares
    Change vs previous 13F -7,779 shares

    0.01% of the 13F portfolio, value $527,594.

    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).

  5. period ended2025-03-31
    13F 13,074 shares
    Change vs previous 13F -1,504 shares

    0.03% of the 13F portfolio, value $1,308,839.

    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).

  6. period ended2024-12-31
    13F 14,578 shares
    Change vs previous 13F +374 shares

    0.03% of the 13F portfolio, value $1,488,997.

    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).

  7. period ended2024-09-30
    13F 14,204 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,618,794.

    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).