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Disclosery

Dakota Wealth Management: SPYD position timeline

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

Dakota Wealth Management held 400,874 SPYD 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 400,874 shares
    Change vs previous 13F +8,806 shares

    0.37% of the 13F portfolio, value $19,125,688.

    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 392,068 shares
    Change vs previous 13F +31,502 shares

    0.39% of the 13F portfolio, value $17,846,929.

    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 360,566 shares
    Change vs previous 13F +21,584 shares

    0.28% of the 13F portfolio, value $15,594,488.

    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 338,982 shares
    Change vs previous 13F +5,484 shares

    0.3% of the 13F portfolio, value $14,915,220.

    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 333,498 shares
    Change vs previous 13F +24,158 shares

    0.3% of the 13F portfolio, value $14,153,659.

    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 309,340 shares
    Change vs previous 13F +17,320 shares

    0.32% of the 13F portfolio, value $13,691,403.

    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 292,020 shares
    Change vs previous 13F +109,964 shares

    0.29% of the 13F portfolio, value $12,626,958.

    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 182,056 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $8,310,846.

    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).