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Disclosery

Dakota Wealth Management: TLT position timeline

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

Dakota Wealth Management held 293,538 TLT 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 293,538 shares
    Change vs previous 13F +56,975 shares

    0.49% of the 13F portfolio, value $25,367,526.

    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 236,563 shares
    Change vs previous 13F +27,869 shares

    0.44% of the 13F portfolio, value $20,507,650.

    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 208,694 shares
    Change vs previous 13F +63,448 shares

    0.32% of the 13F portfolio, value $18,189,746.

    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 145,246 shares
    Change vs previous 13F +12,007 shares

    0.26% of the 13F portfolio, value $12,980,653.

    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 133,239 shares
    Change vs previous 13F +35,894 shares

    0.25% of the 13F portfolio, value $11,758,300.

    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 97,345 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $8,861,330.

    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).