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Disclosery

Dakota Wealth Management: XLU position timeline

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

Dakota Wealth Management held 217,335 XLU 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 217,335 shares
    Change vs previous 13F +1,507 shares

    0.19% of the 13F portfolio, value $9,853,980.

    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 215,828 shares
    Change vs previous 13F -2,827 shares

    0.21% of the 13F portfolio, value $9,904,333.

    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 218,655 shares
    Change vs previous 13F +113,940 shares

    0.17% of the 13F portfolio, value $9,334,402.

    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 104,715 shares
    Change vs previous 13F -5,638 shares

    0.18% of the 13F portfolio, value $9,132,228.

    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 110,353 shares
    Change vs previous 13F -4,770 shares

    0.19% of the 13F portfolio, value $9,011,464.

    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 115,123 shares
    Change vs previous 13F +6,720 shares

    0.21% of the 13F portfolio, value $9,077,474.

    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 108,403 shares
    Change vs previous 13F +5,817 shares

    0.19% of the 13F portfolio, value $8,205,046.

    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 102,586 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $8,286,932.

    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).