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Disclosery

Dakota Wealth Management: PNC position timeline

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

Dakota Wealth Management held 3,551 PNC 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 3,551 shares
    Change vs previous 13F -513 shares

    0.02% of the 13F portfolio, value $874,439.

    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 4,064 shares
    Change vs previous 13F +270 shares

    0.02% of the 13F portfolio, value $845,773.

    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 3,794 shares
    Change vs previous 13F +1,948 shares

    0.01% of the 13F portfolio, value $791,839.

    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 1,846 shares
    Change vs previous 13F -1,458 shares

    0.01% of the 13F portfolio, value $370,863.

    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 3,304 shares
    Change vs previous 13F +124 shares

    0.01% of the 13F portfolio, value $616,014.

    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 3,180 shares
    Change vs previous 13F -974 shares

    0.01% of the 13F portfolio, value $558,949.

    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 4,154 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $801,100.

    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 4,186 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $773,754.

    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).