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Disclosery

Dakota Wealth Management: SRE position timeline

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

Dakota Wealth Management held 126,041 SRE 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 126,041 shares
    Change vs previous 13F +6,585 shares

    0.22% of the 13F portfolio, value $11,690,120.

    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 119,456 shares
    Change vs previous 13F +8,842 shares

    0.25% of the 13F portfolio, value $11,612,471.

    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 110,614 shares
    Change vs previous 13F +14,421 shares

    0.17% of the 13F portfolio, value $9,770,606.

    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 96,193 shares
    Change vs previous 13F +15,271 shares

    0.17% of the 13F portfolio, value $8,655,485.

    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 80,922 shares
    Change vs previous 13F +11,111 shares

    0.13% of the 13F portfolio, value $6,134,093.

    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 69,811 shares
    Change vs previous 13F +12,501 shares

    0.12% of the 13F portfolio, value $4,983,173.

    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 57,310 shares
    Change vs previous 13F +7,280 shares

    0.12% of the 13F portfolio, value $5,028,545.

    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 50,030 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,184,739.

    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).