Skip to content
Disclosery

Dakota Wealth Management: XNEAX position timeline

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

Dakota Wealth Management held 12,111 XNEAX 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 12,111 shares
    Change vs previous 13F -2,812 shares

    <0.01% of the 13F portfolio, value $142,510.

    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 14,923 shares
    Change vs previous 13F -7,867 shares

    <0.01% of the 13F portfolio, value $168,044.

    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 22,790 shares
    Change vs previous 13F -18,471 shares

    <0.01% of the 13F portfolio, value $265,048.

    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 41,261 shares
    Change vs previous 13F -35,052 shares

    0.01% of the 13F portfolio, value $470,417.

    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 76,313 shares
    Change vs previous 13F -129,528 shares

    0.02% of the 13F portfolio, value $833,861.

    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 205,841 shares
    Change vs previous 13F -94,219 shares

    0.05% of the 13F portfolio, value $2,305,949.

    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 300,060 shares
    Change vs previous 13F -142,373 shares

    0.08% of the 13F portfolio, value $3,384,680.

    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 442,433 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,296,577.

    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).