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Disclosery

Dakota Wealth Management: SHOP position timeline

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

Dakota Wealth Management held 6,417 SHOP 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 6,417 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $732,640.

    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 6,440 shares
    Change vs previous 13F +345 shares

    0.02% of the 13F portfolio, value $763,914.

    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 6,095 shares
    Change vs previous 13F -201 shares

    0.02% of the 13F portfolio, value $981,113.

    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 6,296 shares
    Change vs previous 13F -4,533 shares

    0.02% of the 13F portfolio, value $935,650.

    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 10,829 shares
    Change vs previous 13F +2,316 shares

    0.03% of the 13F portfolio, value $1,249,126.

    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 8,513 shares
    Change vs previous 13F -218 shares

    0.02% of the 13F portfolio, value $812,823.

    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 8,731 shares
    Change vs previous 13F -185 shares

    0.02% of the 13F portfolio, value $928,368.

    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 8,916 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $714,529.

    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).