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Disclosery

Dakota Wealth Management: QUAL position timeline

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

Dakota Wealth Management held 16,168 QUAL 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 16,168 shares
    Change vs previous 13F -475 shares

    0.07% of the 13F portfolio, value $3,547,810.

    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 16,643 shares
    Change vs previous 13F -23 shares

    0.07% of the 13F portfolio, value $3,192,307.

    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 16,666 shares
    Change vs previous 13F +366 shares

    0.06% of the 13F portfolio, value $3,310,258.

    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 16,300 shares
    Change vs previous 13F -727 shares

    0.06% of the 13F portfolio, value $3,170,350.

    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 17,027 shares
    Change vs previous 13F -73 shares

    0.07% of the 13F portfolio, value $3,112,791.

    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 17,100 shares
    Change vs previous 13F -327 shares

    0.07% of the 13F portfolio, value $2,922,264.

    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 17,427 shares
    Change vs previous 13F -1,788 shares

    0.07% of the 13F portfolio, value $3,103,401.

    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 19,215 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,445,250.

    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).