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Disclosery

Dakota Wealth Management: SRLN position timeline

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

Dakota Wealth Management held 6,325 SRLN 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 6,325 shares
    Change vs previous 13F -1,196 shares

    <0.01% of the 13F portfolio, value $254,835.

    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 7,521 shares
    Change vs previous 13F +333 shares

    0.01% of the 13F portfolio, value $301,874.

    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 7,188 shares
    Change vs previous 13F -984 shares

    0.01% of the 13F portfolio, value $296,644.

    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 8,172 shares
    Change vs previous 13F -170 shares

    0.01% of the 13F portfolio, value $339,784.

    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 8,342 shares
    Change vs previous 13F -3,689 shares

    0.01% of the 13F portfolio, value $346,935.

    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 12,031 shares
    Change vs previous 13F -1,322 shares

    0.01% of the 13F portfolio, value $494,838.

    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 13,353 shares
    Change vs previous 13F -1,705 shares

    0.01% of the 13F portfolio, value $557,223.

    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 15,058 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $628,820.

    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).