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Disclosery

Dakota Wealth Management: WPM position timeline

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

Dakota Wealth Management held 15,466 WPM 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 15,466 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,737,142.

    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 15,466 shares
    Change vs previous 13F -4,500 shares

    0.04% of the 13F portfolio, value $2,026,201.

    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 19,966 shares
    Change vs previous 13F +4,665 shares

    0.04% of the 13F portfolio, value $2,346,405.

    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 15,301 shares
    Change vs previous 13F +475 shares

    0.03% of the 13F portfolio, value $1,711,264.

    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 14,826 shares
    Change vs previous 13F -227 shares

    0.03% of the 13F portfolio, value $1,331,375.

    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 15,053 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,168,565.

    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 15,053 shares
    Change vs previous 13F -416 shares

    0.02% of the 13F portfolio, value $846,581.

    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 15,469 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $944,861.

    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).