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Disclosery

Dakota Wealth Management: SE position timeline

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

Dakota Wealth Management held 0 SE shares at 2025-12-31 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -14,022 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F/A 14,022 shares
    Change vs previous 13F -2,361 shares

    0.05% of the 13F portfolio, value $2,506,153.

    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).

  3. period ended2025-06-30
    13F 16,383 shares
    Change vs previous 13F -6,907 shares

    0.06% of the 13F portfolio, value $2,620,298.

    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).

  4. period ended2025-03-31
    13F 23,290 shares
    Change vs previous 13F +7,174 shares

    0.07% of the 13F portfolio, value $3,039,113.

    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).

  5. period ended2024-12-31
    13F 16,116 shares
    Change vs previous 13F +7,072 shares

    0.04% of the 13F portfolio, value $1,709,909.

    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).

  6. period ended2024-09-30
    13F 9,044 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $852,669.

    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).