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Disclosery

Dakota Wealth Management: XLC position timeline

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

Dakota Wealth Management held 84,250 XLC 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 84,250 shares
    Change vs previous 13F -807 shares

    0.17% of the 13F portfolio, value $9,025,694.

    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 85,057 shares
    Change vs previous 13F -3,452 shares

    0.2% of the 13F portfolio, value $9,429,400.

    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 88,509 shares
    Change vs previous 13F +2,377 shares

    0.19% of the 13F portfolio, value $10,419,299.

    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 86,132 shares
    Change vs previous 13F -4,962 shares

    0.21% of the 13F portfolio, value $10,195,502.

    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 91,094 shares
    Change vs previous 13F -5,107 shares

    0.21% of the 13F portfolio, value $9,886,430.

    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 96,201 shares
    Change vs previous 13F -54,382 shares

    0.22% of the 13F portfolio, value $9,278,608.

    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 150,583 shares
    Change vs previous 13F +5,550 shares

    0.34% of the 13F portfolio, value $14,577,972.

    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 145,033 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $13,110,941.

    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).