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Disclosery

Dakota Wealth Management: SPY position timeline

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

Dakota Wealth Management held 115,312 SPY 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 115,312 shares
    Change vs previous 13F +1,113 shares

    1.65% of the 13F portfolio, value $86,114,876.

    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 114,199 shares
    Change vs previous 13F +6,101 shares

    1.61% of the 13F portfolio, value $74,271,363.

    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 108,098 shares
    Change vs previous 13F +8,734 shares

    1.31% of the 13F portfolio, value $73,717,475.

    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 99,364 shares
    Change vs previous 13F +18,659 shares

    1.34% of the 13F portfolio, value $66,196,953.

    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 80,705 shares
    Change vs previous 13F +5,182 shares

    1.05% of the 13F portfolio, value $49,864,910.

    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 75,523 shares
    Change vs previous 13F +1,853 shares

    0.99% of the 13F portfolio, value $42,247,589.

    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 73,670 shares
    Change vs previous 13F +7,852 shares

    0.99% of the 13F portfolio, value $43,177,625.

    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 65,818 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $37,764,248.

    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).