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Disclosery

Dakota Wealth Management: SPYG position timeline

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

Dakota Wealth Management held 733,889 SPYG 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 733,889 shares
    Change vs previous 13F +167,069 shares

    1.67% of the 13F portfolio, value $87,325,418.

    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 566,820 shares
    Change vs previous 13F +233,570 shares

    1.2% of the 13F portfolio, value $55,497,307.

    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 333,250 shares
    Change vs previous 13F +11,141 shares

    0.63% of the 13F portfolio, value $35,557,745.

    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 322,109 shares
    Change vs previous 13F -21,566 shares

    0.68% of the 13F portfolio, value $33,663,569.

    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 343,675 shares
    Change vs previous 13F +115,275 shares

    0.69% of the 13F portfolio, value $32,759,085.

    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 228,400 shares
    Change vs previous 13F +14,155 shares

    0.43% of the 13F portfolio, value $18,356,508.

    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 214,245 shares
    Change vs previous 13F +9,749 shares

    0.43% of the 13F portfolio, value $18,832,156.

    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 204,496 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $16,960,928.

    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).