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Disclosery

Dakota Wealth Management: TFC position timeline

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

Dakota Wealth Management held 63,717 TFC 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 63,717 shares
    Change vs previous 13F -1,796 shares

    0.06% of the 13F portfolio, value $3,174,380.

    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 65,513 shares
    Change vs previous 13F -941 shares

    0.07% of the 13F portfolio, value $3,011,633.

    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 66,454 shares
    Change vs previous 13F +10,143 shares

    0.06% of the 13F portfolio, value $3,270,202.

    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 56,311 shares
    Change vs previous 13F -7,814 shares

    0.05% of the 13F portfolio, value $2,574,539.

    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 64,125 shares
    Change vs previous 13F -69,200 shares

    0.06% of the 13F portfolio, value $2,756,735.

    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 133,325 shares
    Change vs previous 13F -18,046 shares

    0.13% of the 13F portfolio, value $5,486,316.

    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 151,371 shares
    Change vs previous 13F +1,378 shares

    0.15% of the 13F portfolio, value $6,566,494.

    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 149,993 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,415,202.

    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).