Skip to content
Disclosery

Dakota Wealth Management: XLI position timeline

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

Dakota Wealth Management held 73,596 XLI 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 73,596 shares
    Change vs previous 13F +630 shares

    0.26% of the 13F portfolio, value $13,632,261.

    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 72,966 shares
    Change vs previous 13F +3,799 shares

    0.26% of the 13F portfolio, value $11,800,754.

    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 69,167 shares
    Change vs previous 13F +2,202 shares

    0.19% of the 13F portfolio, value $10,729,242.

    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 66,965 shares
    Change vs previous 13F -1,024 shares

    0.21% of the 13F portfolio, value $10,328,054.

    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 67,989 shares
    Change vs previous 13F -1,208 shares

    0.21% of the 13F portfolio, value $10,029,749.

    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 69,197 shares
    Change vs previous 13F -1,474 shares

    0.21% of the 13F portfolio, value $9,069,608.

    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 70,671 shares
    Change vs previous 13F +766 shares

    0.21% of the 13F portfolio, value $9,311,606.

    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 69,905 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $9,467,942.

    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).