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Disclosery

Dakota Wealth Management: PH position timeline

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

Dakota Wealth Management held 1,116 PH 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 1,116 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $1,091,169.

    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 1,120 shares
    Change vs previous 13F +154 shares

    0.02% of the 13F portfolio, value $1,002,583.

    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 966 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $848,864.

    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 951 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $720,695.

    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 1,016 shares
    Change vs previous 13F -33 shares

    0.01% of the 13F portfolio, value $709,973.

    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 1,049 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $637,625.

    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 1,054 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $670,072.

    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 1,088 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $687,428.

    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).