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Disclosery

Dakota Wealth Management: SPSM position timeline

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

Dakota Wealth Management held 1,499,275 SPSM 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 1,499,275 shares
    Change vs previous 13F +115,805 shares

    1.65% of the 13F portfolio, value $86,463,166.

    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 1,383,470 shares
    Change vs previous 13F +105,058 shares

    1.45% of the 13F portfolio, value $66,849,250.

    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 1,278,412 shares
    Change vs previous 13F +52,308 shares

    1.06% of the 13F portfolio, value $59,906,371.

    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 1,226,104 shares
    Change vs previous 13F +108,059 shares

    1.15% of the 13F portfolio, value $56,793,141.

    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 1,118,045 shares
    Change vs previous 13F +225,972 shares

    1% of the 13F portfolio, value $47,628,734.

    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 892,073 shares
    Change vs previous 13F +82,796 shares

    0.85% of the 13F portfolio, value $36,360,900.

    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 809,277 shares
    Change vs previous 13F +100,261 shares

    0.84% of the 13F portfolio, value $36,352,723.

    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 709,016 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $32,267,311.

    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).