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Disclosery

Dakota Wealth Management: XAODX position timeline

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

Dakota Wealth Management held 0 XAODX shares at 2025-12-31 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -52,080 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F/A 52,080 shares
    Change vs previous 13F -25,975 shares

    0.01% of the 13F portfolio, value $492,677.

    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).

  3. period ended2025-06-30
    13F 78,055 shares
    Change vs previous 13F -13,870 shares

    0.01% of the 13F portfolio, value $691,568.

    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).

  4. period ended2025-03-31
    13F 91,925 shares
    Change vs previous 13F -1,200 shares

    0.02% of the 13F portfolio, value $771,251.

    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).

  5. period ended2024-12-31
    13F 93,125 shares
    Change vs previous 13F -1,315 shares

    0.02% of the 13F portfolio, value $783,182.

    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).

  6. period ended2024-09-30
    13F 94,440 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $859,404.

    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).