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Disclosery

Dakota Wealth Management: TDF position timeline

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

Dakota Wealth Management held 18,055 TDF 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 18,055 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $196,619.

    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 17,855 shares
    Change vs previous 13F -321 shares

    <0.01% of the 13F portfolio, value $189,442.

    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 18,176 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $204,662.

    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 18,026 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $210,003.

    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 17,946 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $179,281.

    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 17,946 shares
    Change vs previous 13F +1,173 shares

    <0.01% of the 13F portfolio, value $174,077.

    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 16,773 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $142,403.

    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 16,773 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $153,641.

    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).