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Disclosery

Dakota Wealth Management: T position timeline

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

Dakota Wealth Management held 36,922 T 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 36,922 shares
    Change vs previous 13F -4,813 shares

    0.01% of the 13F portfolio, value $764,284.

    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 41,735 shares
    Change vs previous 13F -2,621 shares

    0.03% of the 13F portfolio, value $1,209,909.

    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 44,356 shares
    Change vs previous 13F -93,134 shares

    0.02% of the 13F portfolio, value $1,101,798.

    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 137,490 shares
    Change vs previous 13F -17,072 shares

    0.08% of the 13F portfolio, value $3,882,727.

    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 154,562 shares
    Change vs previous 13F +88,042 shares

    0.09% of the 13F portfolio, value $4,473,032.

    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 66,520 shares
    Change vs previous 13F -924 shares

    0.04% of the 13F portfolio, value $1,881,198.

    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 67,444 shares
    Change vs previous 13F -1,773 shares

    0.04% of the 13F portfolio, value $1,535,693.

    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 69,217 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,522,770.

    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).