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Disclosery

Dakota Wealth Management: SYY position timeline

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

Dakota Wealth Management held 14,120 SYY 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 14,120 shares
    Change vs previous 13F -528 shares

    0.02% of the 13F portfolio, value $1,180,151.

    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 14,648 shares
    Change vs previous 13F -3,262 shares

    0.02% of the 13F portfolio, value $1,044,843.

    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 17,910 shares
    Change vs previous 13F -414 shares

    0.02% of the 13F portfolio, value $1,319,789.

    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 18,324 shares
    Change vs previous 13F -5,141 shares

    0.03% of the 13F portfolio, value $1,508,799.

    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 23,465 shares
    Change vs previous 13F +807 shares

    0.04% of the 13F portfolio, value $1,777,227.

    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 22,658 shares
    Change vs previous 13F -1,838 shares

    0.04% of the 13F portfolio, value $1,700,258.

    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 24,496 shares
    Change vs previous 13F +459 shares

    0.04% of the 13F portfolio, value $1,872,978.

    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 24,037 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,876,332.

    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).