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Disclosery

Dakota Wealth Management: PM position timeline

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

Dakota Wealth Management held 12,545 PM 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 12,545 shares
    Change vs previous 13F -119 shares

    0.04% of the 13F portfolio, value $2,269,482.

    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 12,664 shares
    Change vs previous 13F -8,057 shares

    0.05% of the 13F portfolio, value $2,094,316.

    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 20,721 shares
    Change vs previous 13F -7,041 shares

    0.06% of the 13F portfolio, value $3,324,199.

    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 27,762 shares
    Change vs previous 13F -22,158 shares

    0.09% of the 13F portfolio, value $4,503,004.

    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 49,920 shares
    Change vs previous 13F +4,607 shares

    0.19% of the 13F portfolio, value $9,093,108.

    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 45,313 shares
    Change vs previous 13F +21,859 shares

    0.17% of the 13F portfolio, value $7,193,735.

    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 23,454 shares
    Change vs previous 13F +172 shares

    0.06% of the 13F portfolio, value $2,822,824.

    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 23,282 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,826,601.

    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).