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Disclosery

Dakota Wealth Management: TIP position timeline

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

Dakota Wealth Management held 144,797 TIP 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 144,797 shares
    Change vs previous 13F -64,575 shares

    0.3% of the 13F portfolio, value $15,845,122.

    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 209,372 shares
    Change vs previous 13F -23,835 shares

    0.5% of the 13F portfolio, value $23,106,254.

    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 233,207 shares
    Change vs previous 13F -25,031 shares

    0.46% of the 13F portfolio, value $25,631,740.

    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 258,238 shares
    Change vs previous 13F -21,343 shares

    0.58% of the 13F portfolio, value $28,721,249.

    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 279,581 shares
    Change vs previous 13F -2,623 shares

    0.65% of the 13F portfolio, value $30,765,051.

    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 282,204 shares
    Change vs previous 13F -6,210 shares

    0.73% of the 13F portfolio, value $31,350,045.

    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 288,414 shares
    Change vs previous 13F +3,271 shares

    0.71% of the 13F portfolio, value $30,730,494.

    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 285,143 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $31,499,727.

    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).