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Disclosery

Dakota Wealth Management: SUB position timeline

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

Dakota Wealth Management held 149,771 SUB 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 149,771 shares
    Change vs previous 13F +1,951 shares

    0.3% of the 13F portfolio, value $15,946,135.

    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 147,820 shares
    Change vs previous 13F +3,187 shares

    0.34% of the 13F portfolio, value $15,742,819.

    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 144,633 shares
    Change vs previous 13F +28,397 shares

    0.27% of the 13F portfolio, value $15,432,321.

    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 116,236 shares
    Change vs previous 13F -819 shares

    0.25% of the 13F portfolio, value $12,411,708.

    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 117,055 shares
    Change vs previous 13F -2,407 shares

    0.26% of the 13F portfolio, value $12,447,638.

    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 119,462 shares
    Change vs previous 13F +14,096 shares

    0.3% of the 13F portfolio, value $12,615,198.

    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 105,366 shares
    Change vs previous 13F +9,380 shares

    0.26% of the 13F portfolio, value $11,114,050.

    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 95,986 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,192,760.

    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).