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Disclosery

Dakota Wealth Management: SPDW position timeline

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

Dakota Wealth Management held 2,274,169 SPDW 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 2,274,169 shares
    Change vs previous 13F +316,938 shares

    2.19% of the 13F portfolio, value $114,595,387.

    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 1,957,231 shares
    Change vs previous 13F +575,683 shares

    1.94% of the 13F portfolio, value $89,347,603.

    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 1,381,548 shares
    Change vs previous 13F +146,926 shares

    1.09% of the 13F portfolio, value $61,354,538.

    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 1,234,622 shares
    Change vs previous 13F +127,982 shares

    1.07% of the 13F portfolio, value $52,829,462.

    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 1,106,640 shares
    Change vs previous 13F +300,877 shares

    0.94% of the 13F portfolio, value $44,807,859.

    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 805,763 shares
    Change vs previous 13F +581,435 shares

    0.69% of the 13F portfolio, value $29,337,835.

    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 224,328 shares
    Change vs previous 13F +20,009 shares

    0.18% of the 13F portfolio, value $7,656,313.

    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 204,319 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,674,240.

    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).