Skip to content
Disclosery

Dakota Wealth Management: SCHW position timeline

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

Dakota Wealth Management held 28,405 SCHW 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 28,405 shares
    Change vs previous 13F -88 shares

    0.05% of the 13F portfolio, value $2,620,938.

    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 28,493 shares
    Change vs previous 13F -9,071 shares

    0.06% of the 13F portfolio, value $2,677,731.

    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 37,564 shares
    Change vs previous 13F +911 shares

    0.07% of the 13F portfolio, value $3,753,068.

    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 36,653 shares
    Change vs previous 13F -13,710 shares

    0.07% of the 13F portfolio, value $3,499,278.

    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 50,363 shares
    Change vs previous 13F +6,769 shares

    0.1% of the 13F portfolio, value $4,595,087.

    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 43,594 shares
    Change vs previous 13F +3,667 shares

    0.08% of the 13F portfolio, value $3,412,502.

    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 39,927 shares
    Change vs previous 13F -858 shares

    0.07% of the 13F portfolio, value $2,955,014.

    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 40,785 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,643,289.

    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).