Dakota Wealth Management: PTC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dakota Wealth Management on PTC, newest first. How the timeline and the estimate are built.
Dakota Wealth Management held 0 PTC shares at 2026-03-31 per its 13F-HR/A filed 2026-08-26.
the latest 13F is the newest step
- period ended2026-03-3113F/A 0 sharesChange vs previous 13F -41,081 shares
13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F/A 41,081 sharesChange vs previous 13F +2,106 shares
0.13% of the 13F portfolio, value $7,156,722.
13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 38,975 sharesChange vs previous 13F +9,279 shares
0.16% of the 13F portfolio, value $7,912,705.
13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,696 sharesChange vs previous 13F +6,526 shares
0.11% of the 13F portfolio, value $5,117,810.
13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,170 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $3,590,192.
13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).