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Disclosery

Dakota Wealth Management: TRIP position timeline

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

Dakota Wealth Management held 66,471 TRIP 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 66,471 shares
    Change vs previous 13F -2,444 shares

    0.02% of the 13F portfolio, value $911,318.

    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 68,915 shares
    Change vs previous 13F -17,115 shares

    0.02% of the 13F portfolio, value $734,635.

    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 86,030 shares
    Change vs previous 13F -3,540 shares

    0.02% of the 13F portfolio, value $1,252,597.

    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 89,570 shares
    Change vs previous 13F +1,295 shares

    0.03% of the 13F portfolio, value $1,456,409.

    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 88,275 shares
    Change vs previous 13F +6,270 shares

    0.02% of the 13F portfolio, value $1,151,990.

    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 82,005 shares
    Change vs previous 13F +10,680 shares

    0.03% of the 13F portfolio, value $1,162,012.

    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 71,325 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,053,471.

    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).