Skip to content
Disclosery

Dakota Wealth Management: XLY position timeline

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

Dakota Wealth Management held 47,957 XLY 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 47,957 shares
    Change vs previous 13F -59 shares

    0.11% of the 13F portfolio, value $5,624,399.

    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 48,016 shares
    Change vs previous 13F -1,416 shares

    0.11% of the 13F portfolio, value $5,232,774.

    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 49,432 shares
    Change vs previous 13F +24,611 shares

    0.1% of the 13F portfolio, value $5,902,656.

    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 24,821 shares
    Change vs previous 13F -1,116 shares

    0.12% of the 13F portfolio, value $5,948,115.

    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 25,937 shares
    Change vs previous 13F -2,171 shares

    0.12% of the 13F portfolio, value $5,636,812.

    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 28,108 shares
    Change vs previous 13F -90 shares

    0.13% of the 13F portfolio, value $5,550,241.

    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 28,198 shares
    Change vs previous 13F -344 shares

    0.15% of the 13F portfolio, value $6,326,130.

    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 28,542 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,718,997.

    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).