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Disclosery

Dakota Wealth Management: PWR position timeline

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

Dakota Wealth Management held 32,803 PWR 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 32,803 shares
    Change vs previous 13F -6,487 shares

    0.45% of the 13F portfolio, value $23,619,671.

    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 39,290 shares
    Change vs previous 13F -3,752 shares

    0.47% of the 13F portfolio, value $21,570,852.

    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 43,042 shares
    Change vs previous 13F -3,316 shares

    0.32% of the 13F portfolio, value $18,166,503.

    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 46,358 shares
    Change vs previous 13F +26,597 shares

    0.39% of the 13F portfolio, value $19,211,801.

    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 19,761 shares
    Change vs previous 13F -2,018 shares

    0.16% of the 13F portfolio, value $7,471,298.

    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 21,779 shares
    Change vs previous 13F +2,612 shares

    0.13% of the 13F portfolio, value $5,535,787.

    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 19,167 shares
    Change vs previous 13F -2,556 shares

    0.14% of the 13F portfolio, value $6,057,732.

    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 21,723 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,476,713.

    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).