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Disclosery

Dakota Wealth Management: WMT position timeline

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

Dakota Wealth Management held 62,787 WMT 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 62,787 shares
    Change vs previous 13F +3,348 shares

    0.14% of the 13F portfolio, value $7,111,288.

    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 59,439 shares
    Change vs previous 13F -46,882 shares

    0.16% of the 13F portfolio, value $7,387,177.

    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 106,321 shares
    Change vs previous 13F +16,125 shares

    0.21% of the 13F portfolio, value $11,845,264.

    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 90,196 shares
    Change vs previous 13F -10,681 shares

    0.19% of the 13F portfolio, value $9,295,640.

    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 100,877 shares
    Change vs previous 13F -2,824 shares

    0.21% of the 13F portfolio, value $9,863,717.

    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 103,701 shares
    Change vs previous 13F +31,441 shares

    0.21% of the 13F portfolio, value $9,104,229.

    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 72,260 shares
    Change vs previous 13F -2,761 shares

    0.15% of the 13F portfolio, value $6,528,753.

    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 75,021 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,057,979.

    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).