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Disclosery

Dakota Wealth Management: XLF position timeline

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

Dakota Wealth Management held 438,541 XLF 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 438,541 shares
    Change vs previous 13F -11,326 shares

    0.45% of the 13F portfolio, value $23,510,171.

    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 449,867 shares
    Change vs previous 13F -305,808 shares

    0.48% of the 13F portfolio, value $22,209,916.

    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 755,675 shares
    Change vs previous 13F +5,028 shares

    0.74% of the 13F portfolio, value $41,388,315.

    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 750,647 shares
    Change vs previous 13F -16,944 shares

    0.82% of the 13F portfolio, value $40,437,350.

    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 767,591 shares
    Change vs previous 13F -12,411 shares

    0.85% of the 13F portfolio, value $40,198,775.

    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 780,002 shares
    Change vs previous 13F -10,127 shares

    0.91% of the 13F portfolio, value $38,851,891.

    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 790,129 shares
    Change vs previous 13F -9,000 shares

    0.88% of the 13F portfolio, value $38,186,953.

    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 799,129 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $36,216,546.

    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).