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Disclosery

Dakota Wealth Management: WM position timeline

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

Dakota Wealth Management held 78,455 WM 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 78,455 shares
    Change vs previous 13F +5,757 shares

    0.33% of the 13F portfolio, value $17,486,094.

    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 72,698 shares
    Change vs previous 13F +2,169 shares

    0.36% of the 13F portfolio, value $16,705,262.

    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 70,529 shares
    Change vs previous 13F +4,713 shares

    0.28% of the 13F portfolio, value $15,495,820.

    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 65,816 shares
    Change vs previous 13F -38,514 shares

    0.29% of the 13F portfolio, value $14,534,187.

    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 104,330 shares
    Change vs previous 13F +35,172 shares

    0.5% of the 13F portfolio, value $23,872,846.

    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 69,158 shares
    Change vs previous 13F -2,437 shares

    0.37% of the 13F portfolio, value $16,010,784.

    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 71,595 shares
    Change vs previous 13F -219 shares

    0.33% of the 13F portfolio, value $14,447,081.

    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 71,814 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $14,908,635.

    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).