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Disclosery

Dakota Wealth Management: WMB position timeline

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

Dakota Wealth Management held 7,490 WMB 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 7,490 shares
    Change vs previous 13F +43 shares

    0.01% of the 13F portfolio, value $556,791.

    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 7,447 shares
    Change vs previous 13F -12,316 shares

    0.01% of the 13F portfolio, value $542,004.

    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 19,763 shares
    Change vs previous 13F +761 shares

    0.02% of the 13F portfolio, value $1,187,985.

    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 19,002 shares
    Change vs previous 13F -60,169 shares

    0.02% of the 13F portfolio, value $1,203,778.

    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 79,171 shares
    Change vs previous 13F +59,338 shares

    0.1% of the 13F portfolio, value $4,972,730.

    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 19,833 shares
    Change vs previous 13F -997 shares

    0.03% of the 13F portfolio, value $1,185,221.

    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 20,830 shares
    Change vs previous 13F -4,570 shares

    0.03% of the 13F portfolio, value $1,127,320.

    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 25,400 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,159,511.

    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).