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Disclosery

Dakota Wealth Management: USIG position timeline

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

Dakota Wealth Management held 180,895 USIG 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 180,895 shares
    Change vs previous 13F +46,070 shares

    0.18% of the 13F portfolio, value $9,278,091.

    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 134,825 shares
    Change vs previous 13F +39,752 shares

    0.15% of the 13F portfolio, value $6,907,063.

    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 95,073 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,921,908.

    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).