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Disclosery

Dakota Wealth Management: SHY position timeline

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

Dakota Wealth Management held 476,187 SHY 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 476,187 shares
    Change vs previous 13F +56,181 shares

    0.75% of the 13F portfolio, value $39,099,692.

    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 420,006 shares
    Change vs previous 13F +24,192 shares

    0.75% of the 13F portfolio, value $34,679,878.

    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 395,814 shares
    Change vs previous 13F +62,710 shares

    0.58% of the 13F portfolio, value $32,781,337.

    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 333,104 shares
    Change vs previous 13F +17,009 shares

    0.56% of the 13F portfolio, value $27,634,285.

    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 316,095 shares
    Change vs previous 13F +54,671 shares

    0.55% of the 13F portfolio, value $26,191,615.

    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 261,424 shares
    Change vs previous 13F -72,040 shares

    0.51% of the 13F portfolio, value $21,627,592.

    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 333,464 shares
    Change vs previous 13F +68,631 shares

    0.63% of the 13F portfolio, value $27,337,406.

    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 264,833 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $22,020,851.

    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).