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Disclosery

Dakota Wealth Management: SFM position timeline

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

Dakota Wealth Management held 11,362 SFM 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 11,362 shares
    Change vs previous 13F -566 shares

    0.02% of the 13F portfolio, value $960,998.

    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 11,928 shares
    Change vs previous 13F +424 shares

    0.02% of the 13F portfolio, value $920,007.

    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 11,504 shares
    Change vs previous 13F +4,207 shares

    0.02% of the 13F portfolio, value $916,524.

    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 7,297 shares
    Change vs previous 13F -14,865 shares

    0.02% of the 13F portfolio, value $793,914.

    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 22,162 shares
    Change vs previous 13F +2,406 shares

    0.08% of the 13F portfolio, value $3,648,752.

    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 19,756 shares
    Change vs previous 13F -1,142 shares

    0.07% of the 13F portfolio, value $3,015,557.

    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 20,898 shares
    Change vs previous 13F +9,712 shares

    0.06% of the 13F portfolio, value $2,655,510.

    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 11,186 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,235,047.

    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).