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Disclosery

Dakota Wealth Management: WTW position timeline

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

Dakota Wealth Management held 17,948 WTW 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 17,948 shares
    Change vs previous 13F -1,719 shares

    0.09% of the 13F portfolio, value $4,691,070.

    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 19,667 shares
    Change vs previous 13F -2,500 shares

    0.12% of the 13F portfolio, value $5,717,198.

    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 22,167 shares
    Change vs previous 13F -1,248 shares

    0.13% of the 13F portfolio, value $7,284,077.

    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 23,415 shares
    Change vs previous 13F -581 shares

    0.16% of the 13F portfolio, value $8,088,713.

    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 23,996 shares
    Change vs previous 13F -607 shares

    0.15% of the 13F portfolio, value $7,354,774.

    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 24,603 shares
    Change vs previous 13F -521 shares

    0.19% of the 13F portfolio, value $8,314,584.

    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 25,124 shares
    Change vs previous 13F -510 shares

    0.18% of the 13F portfolio, value $7,869,842.

    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 25,634 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,549,983.

    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).