Skip to content
Disclosery

Dakota Wealth Management: SMFG position timeline

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

Dakota Wealth Management held 44,373 SMFG 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 44,373 shares
    Change vs previous 13F +6,210 shares

    0.02% of the 13F portfolio, value $1,046,318.

    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 38,163 shares
    Change vs previous 13F +271 shares

    0.02% of the 13F portfolio, value $753,719.

    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 37,892 shares
    Change vs previous 13F +4,260 shares

    0.01% of the 13F portfolio, value $732,459.

    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 33,632 shares
    Change vs previous 13F +9,389 shares

    0.01% of the 13F portfolio, value $563,003.

    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 24,243 shares
    Change vs previous 13F +9,605 shares

    0.01% of the 13F portfolio, value $366,312.

    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 14,638 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $226,304.

    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).