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Disclosery

Dakota Wealth Management: XEXGX position timeline

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

Dakota Wealth Management held 52,410 XEXGX 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 52,410 shares
    Change vs previous 13F +250 shares

    0.01% of the 13F portfolio, value $514,143.

    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 52,160 shares
    Change vs previous 13F -1,925 shares

    0.01% of the 13F portfolio, value $451,706.

    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 54,085 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $515,431.

    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 54,085 shares
    Change vs previous 13F -5,440 shares

    0.01% of the 13F portfolio, value $492,174.

    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 59,525 shares
    Change vs previous 13F -17,735 shares

    0.01% of the 13F portfolio, value $520,844.

    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 77,260 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $628,897.

    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 77,230 shares
    Change vs previous 13F +2,020 shares

    0.01% of the 13F portfolio, value $630,970.

    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 75,210 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $655,832.

    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).