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Disclosery

Dakota Wealth Management: UPS position timeline

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

Dakota Wealth Management held 34,194 UPS 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 34,194 shares
    Change vs previous 13F +26,038 shares

    0.07% of the 13F portfolio, value $3,675,808.

    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 8,156 shares
    Change vs previous 13F -1,985 shares

    0.02% of the 13F portfolio, value $802,342.

    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 10,141 shares
    Change vs previous 13F -910 shares

    0.02% of the 13F portfolio, value $1,005,911.

    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 11,051 shares
    Change vs previous 13F -5,493 shares

    0.02% of the 13F portfolio, value $923,091.

    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 16,544 shares
    Change vs previous 13F +4,019 shares

    0.04% of the 13F portfolio, value $1,669,953.

    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 12,525 shares
    Change vs previous 13F +2,035 shares

    0.03% of the 13F portfolio, value $1,377,626.

    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 10,490 shares
    Change vs previous 13F -570 shares

    0.03% of the 13F portfolio, value $1,322,790.

    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 11,060 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,507,921.

    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).