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Disclosery

Dakota Wealth Management: SHYD position timeline

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

Dakota Wealth Management held 40,918 SHYD 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 40,918 shares
    Change vs previous 13F +2,601 shares

    0.02% of the 13F portfolio, value $937,030.

    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 38,317 shares
    Change vs previous 13F -17,609 shares

    0.02% of the 13F portfolio, value $868,261.

    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 55,926 shares
    Change vs previous 13F -242,806 shares

    0.02% of the 13F portfolio, value $1,281,256.

    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 298,732 shares
    Change vs previous 13F +13,572 shares

    0.14% of the 13F portfolio, value $6,840,960.

    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 285,160 shares
    Change vs previous 13F +25,381 shares

    0.14% of the 13F portfolio, value $6,441,545.

    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 259,779 shares
    Change vs previous 13F +22,154 shares

    0.14% of the 13F portfolio, value $5,842,441.

    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 237,625 shares
    Change vs previous 13F +16,011 shares

    0.12% of the 13F portfolio, value $5,341,800.

    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 221,614 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,035,063.

    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).