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Disclosery

Dakota Wealth Management: TER position timeline

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

Dakota Wealth Management held 2,822 TER 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 2,822 shares
    Change vs previous 13F -1,612 shares

    0.03% of the 13F portfolio, value $1,365,314.

    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 4,434 shares
    Change vs previous 13F -2,176 shares

    0.03% of the 13F portfolio, value $1,314,634.

    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 6,610 shares
    Change vs previous 13F +598 shares

    0.02% of the 13F portfolio, value $1,279,514.

    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 6,012 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $827,493.

    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 5,970 shares
    Change vs previous 13F -595 shares

    0.01% of the 13F portfolio, value $536,823.

    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 6,565 shares
    Change vs previous 13F +1,210 shares

    0.01% of the 13F portfolio, value $542,269.

    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 5,355 shares
    Change vs previous 13F +160 shares

    0.02% of the 13F portfolio, value $674,302.

    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 5,195 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $695,767.

    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).