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Disclosery

Dakota Wealth Management: TFI position timeline

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

Dakota Wealth Management held 0 TFI shares at 2025-12-31 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -25,128 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F/A 25,128 shares
    Change vs previous 13F +1,501 shares

    0.02% of the 13F portfolio, value $1,145,083.

    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).

  3. period ended2025-06-30
    13F 23,627 shares
    Change vs previous 13F +10,084 shares

    0.02% of the 13F portfolio, value $1,055,423.

    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).

  4. period ended2025-03-31
    13F 13,543 shares
    Change vs previous 13F +3,366 shares

    0.01% of the 13F portfolio, value $610,365.

    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).

  5. period ended2024-12-31
    13F 10,177 shares
    Change vs previous 13F +2,344 shares

    0.01% of the 13F portfolio, value $464,281.

    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).

  6. period ended2024-09-30
    13F 7,833 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $366,830.

    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).