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Disclosery

Dakota Wealth Management: SPYM position timeline

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

Dakota Wealth Management held 49,965 SPYM 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 49,965 shares
    Change vs previous 13F +1,951 shares

    0.08% of the 13F portfolio, value $4,390,897.

    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 48,014 shares
    Change vs previous 13F +2,239 shares

    0.08% of the 13F portfolio, value $3,675,020.

    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 45,775 shares
    Change vs previous 13F +2,214 shares

    0.07% of the 13F portfolio, value $3,672,060.

    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 43,561 shares
    Change vs previous 13F +2,283 shares

    0.07% of the 13F portfolio, value $3,412,545.

    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 41,278 shares
    Change vs previous 13F +315 shares

    0.06% of the 13F portfolio, value $3,000,474.

    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 40,963 shares
    Change vs previous 13F +4,497 shares

    0.06% of the 13F portfolio, value $2,693,758.

    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 36,466 shares
    Change vs previous 13F +3,231 shares

    0.06% of the 13F portfolio, value $2,513,993.

    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 33,235 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,243,675.

    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).