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Disclosery

Dakota Wealth Management: XLK position timeline

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

Dakota Wealth Management held 246,306 XLK 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 246,306 shares
    Change vs previous 13F -6,893 shares

    0.9% of the 13F portfolio, value $46,926,287.

    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 253,199 shares
    Change vs previous 13F -8,650 shares

    0.73% of the 13F portfolio, value $33,650,163.

    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 261,849 shares
    Change vs previous 13F +135,147 shares

    0.67% of the 13F portfolio, value $37,698,338.

    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 126,702 shares
    Change vs previous 13F -4,915 shares

    0.72% of the 13F portfolio, value $35,712,284.

    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 131,617 shares
    Change vs previous 13F -2,561 shares

    0.7% of the 13F portfolio, value $33,329,435.

    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 134,178 shares
    Change vs previous 13F -1,082 shares

    0.65% of the 13F portfolio, value $27,705,055.

    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 135,260 shares
    Change vs previous 13F -1,930 shares

    0.72% of the 13F portfolio, value $31,450,664.

    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 137,190 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $30,972,038.

    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).