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Disclosery

Dakota Wealth Management: WSO position timeline

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

Dakota Wealth Management held 710 WSO 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 710 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $295,743.

    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 706 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $256,836.

    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 658 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $221,714.

    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 596 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $240,963.

    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 566 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $249,957.

    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 566 shares
    Change vs previous 13F -186 shares

    0.01% of the 13F portfolio, value $287,698.

    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 752 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $356,400.

    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 752 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $369,905.

    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).