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Disclosery

Dakota Wealth Management: SPMD position timeline

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

Dakota Wealth Management held 497,764 SPMD 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 497,764 shares
    Change vs previous 13F +94,971 shares

    0.64% of the 13F portfolio, value $33,628,906.

    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 402,793 shares
    Change vs previous 13F +45,919 shares

    0.52% of the 13F portfolio, value $23,853,431.

    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 356,874 shares
    Change vs previous 13F -74,316 shares

    0.37% of the 13F portfolio, value $20,666,581.

    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 431,190 shares
    Change vs previous 13F +83,464 shares

    0.5% of the 13F portfolio, value $24,659,779.

    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 347,726 shares
    Change vs previous 13F +120,609 shares

    0.4% of the 13F portfolio, value $18,909,330.

    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 227,117 shares
    Change vs previous 13F +162,133 shares

    0.27% of the 13F portfolio, value $11,623,874.

    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 64,984 shares
    Change vs previous 13F +4,896 shares

    0.08% of the 13F portfolio, value $3,553,952.

    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 60,088 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,285,623.

    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).