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Disclosery

Dakota Wealth Management: RSP position timeline

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

Dakota Wealth Management held 198,693 RSP 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 198,693 shares
    Change vs previous 13F -2,665 shares

    0.81% of the 13F portfolio, value $42,275,961.

    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 201,358 shares
    Change vs previous 13F -176,772 shares

    0.84% of the 13F portfolio, value $38,644,591.

    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 378,130 shares
    Change vs previous 13F +190 shares

    1.29% of the 13F portfolio, value $72,434,670.

    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 377,940 shares
    Change vs previous 13F -2,180 shares

    1.45% of the 13F portfolio, value $71,695,292.

    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 380,120 shares
    Change vs previous 13F -31,760 shares

    1.45% of the 13F portfolio, value $69,083,087.

    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 411,880 shares
    Change vs previous 13F +11,086 shares

    1.67% of the 13F portfolio, value $71,349,988.

    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 400,794 shares
    Change vs previous 13F +42,910 shares

    1.62% of the 13F portfolio, value $70,231,194.

    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 357,884 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $64,118,574.

    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).