Skip to content
Disclosery

Dakota Wealth Management: PSX position timeline

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

Dakota Wealth Management held 34,804 PSX 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 34,804 shares
    Change vs previous 13F -943 shares

    0.11% of the 13F portfolio, value $5,883,696.

    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 35,747 shares
    Change vs previous 13F -10,919 shares

    0.14% of the 13F portfolio, value $6,512,325.

    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 46,666 shares
    Change vs previous 13F +5,959 shares

    0.11% of the 13F portfolio, value $6,021,783.

    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 40,707 shares
    Change vs previous 13F -3,220 shares

    0.11% of the 13F portfolio, value $5,537,008.

    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 43,927 shares
    Change vs previous 13F -3,979 shares

    0.11% of the 13F portfolio, value $5,240,534.

    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 47,906 shares
    Change vs previous 13F -2,580 shares

    0.14% of the 13F portfolio, value $5,915,489.

    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 50,486 shares
    Change vs previous 13F -2,302 shares

    0.13% of the 13F portfolio, value $5,751,860.

    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 52,788 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,938,983.

    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).