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Dakota Wealth Management: QQQ position timeline

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

Dakota Wealth Management held 97,623 QQQ 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 97,623 shares
    Change vs previous 13F -779 shares

    1.37% of the 13F portfolio, value $71,890,778.

    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 98,402 shares
    Change vs previous 13F +4,183 shares

    1.23% of the 13F portfolio, value $56,795,533.

    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 94,219 shares
    Change vs previous 13F +19,725 shares

    1.03% of the 13F portfolio, value $57,879,651.

    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 74,494 shares
    Change vs previous 13F -11,150 shares

    0.9% of the 13F portfolio, value $44,724,942.

    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 85,644 shares
    Change vs previous 13F +17,500 shares

    0.99% of the 13F portfolio, value $47,245,277.

    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 68,144 shares
    Change vs previous 13F +5,422 shares

    0.75% of the 13F portfolio, value $31,954,705.

    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 62,722 shares
    Change vs previous 13F +4,736 shares

    0.74% of the 13F portfolio, value $32,065,390.

    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 57,986 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $28,301,593.

    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).