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Disclosery

Dakota Wealth Management: XBOEX position timeline

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

Dakota Wealth Management held 41,891 XBOEX 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 41,891 shares
    Change vs previous 13F -2,935 shares

    0.01% of the 13F portfolio, value $506,463.

    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 44,826 shares
    Change vs previous 13F -291 shares

    0.01% of the 13F portfolio, value $491,294.

    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 45,117 shares
    Change vs previous 13F -160 shares

    0.01% of the 13F portfolio, value $528,321.

    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 45,277 shares
    Change vs previous 13F -2,982 shares

    0.01% of the 13F portfolio, value $523,855.

    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 48,259 shares
    Change vs previous 13F -7,739 shares

    0.01% of the 13F portfolio, value $547,740.

    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 55,998 shares
    Change vs previous 13F -6,865 shares

    0.01% of the 13F portfolio, value $607,579.

    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 62,863 shares
    Change vs previous 13F -7,001 shares

    0.02% of the 13F portfolio, value $677,035.

    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 69,864 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $786,669.

    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).