Skip to content
Disclosery

Dakota Wealth Management: SBRA position timeline

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

Dakota Wealth Management held 39,074 SBRA 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 39,074 shares
    Change vs previous 13F -845 shares

    0.01% of the 13F portfolio, value $762,335.

    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 39,919 shares
    Change vs previous 13F -6,281 shares

    0.02% of the 13F portfolio, value $767,643.

    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 46,200 shares
    Change vs previous 13F -661 shares

    0.02% of the 13F portfolio, value $875,029.

    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 46,861 shares
    Change vs previous 13F +1,695 shares

    0.02% of the 13F portfolio, value $873,490.

    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 45,166 shares
    Change vs previous 13F -550 shares

    0.02% of the 13F portfolio, value $832,862.

    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 45,716 shares
    Change vs previous 13F -3,600 shares

    0.02% of the 13F portfolio, value $798,659.

    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 49,316 shares
    Change vs previous 13F -4,219 shares

    0.02% of the 13F portfolio, value $854,154.

    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 53,535 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $996,287.

    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).