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Disclosery

Dakota Wealth Management: UI position timeline

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

Dakota Wealth Management held 0 UI shares at 2026-03-31 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -1,002 shares

    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).

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

  2. period ended2025-12-31
    13F/A 1,002 shares
    Change vs previous 13F -2,210 shares

    0.01% of the 13F portfolio, value $554,284.

    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).

  3. period ended2025-09-30
    13F/A 3,212 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,121,475.

    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).