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Disclosery

Dakota Wealth Management: SHM position timeline

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

Dakota Wealth Management held 13,205 SHM 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 13,205 shares
    Change vs previous 13F -4,625 shares

    0.01% of the 13F portfolio, value $633,378.

    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 17,830 shares
    Change vs previous 13F -141 shares

    0.02% of the 13F portfolio, value $852,809.

    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 17,971 shares
    Change vs previous 13F -35,229 shares

    0.02% of the 13F portfolio, value $862,429.

    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 53,200 shares
    Change vs previous 13F +6,000 shares

    0.05% of the 13F portfolio, value $2,565,304.

    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 47,200 shares
    Change vs previous 13F -24,400 shares

    0.05% of the 13F portfolio, value $2,257,576.

    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 71,600 shares
    Change vs previous 13F +4,100 shares

    0.08% of the 13F portfolio, value $3,408,160.

    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 67,500 shares
    Change vs previous 13F +12,400 shares

    0.07% of the 13F portfolio, value $3,198,825.

    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 55,100 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,652,514.

    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).