Skip to content
Disclosery

Dakota Wealth Management: PG position timeline

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

Dakota Wealth Management held 91,946 PG 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 91,946 shares
    Change vs previous 13F -2,056 shares

    0.26% of the 13F portfolio, value $13,482,943.

    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 94,002 shares
    Change vs previous 13F -11,233 shares

    0.29% of the 13F portfolio, value $13,577,592.

    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 105,235 shares
    Change vs previous 13F +20,523 shares

    0.27% of the 13F portfolio, value $15,081,171.

    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 84,712 shares
    Change vs previous 13F +8,892 shares

    0.26% of the 13F portfolio, value $13,015,932.

    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 75,820 shares
    Change vs previous 13F -2,464 shares

    0.25% of the 13F portfolio, value $12,079,642.

    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 78,284 shares
    Change vs previous 13F -25,626 shares

    0.31% of the 13F portfolio, value $13,341,146.

    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 103,910 shares
    Change vs previous 13F -970 shares

    0.4% of the 13F portfolio, value $17,420,482.

    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 104,880 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $18,165,140.

    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).