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Disclosery

Dakota Wealth Management: XLB position timeline

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

Dakota Wealth Management held 232,078 XLB 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 232,078 shares
    Change vs previous 13F +709 shares

    0.23% of the 13F portfolio, value $11,796,511.

    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 231,369 shares
    Change vs previous 13F +15,345 shares

    0.25% of the 13F portfolio, value $11,561,532.

    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 216,024 shares
    Change vs previous 13F +106,302 shares

    0.17% of the 13F portfolio, value $9,796,700.

    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 109,722 shares
    Change vs previous 13F -73,585 shares

    0.2% of the 13F portfolio, value $9,833,278.

    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 183,307 shares
    Change vs previous 13F +7,448 shares

    0.34% of the 13F portfolio, value $16,096,176.

    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 175,859 shares
    Change vs previous 13F +8,133 shares

    0.35% of the 13F portfolio, value $15,120,364.

    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 167,726 shares
    Change vs previous 13F +5,310 shares

    0.32% of the 13F portfolio, value $14,112,449.

    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 162,416 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $15,653,673.

    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).