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Disclosery

Dakota Wealth Management: XPO position timeline

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

Dakota Wealth Management held 5,702 XPO 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 5,702 shares
    Change vs previous 13F -2,442 shares

    0.02% of the 13F portfolio, value $1,170,564.

    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 8,144 shares
    Change vs previous 13F -6,497 shares

    0.03% of the 13F portfolio, value $1,584,416.

    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 14,641 shares
    Change vs previous 13F +2,765 shares

    0.04% of the 13F portfolio, value $1,989,859.

    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 11,876 shares
    Change vs previous 13F -85 shares

    0.03% of the 13F portfolio, value $1,535,212.

    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 11,961 shares
    Change vs previous 13F +930 shares

    0.03% of the 13F portfolio, value $1,510,555.

    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 11,031 shares
    Change vs previous 13F -237 shares

    0.03% of the 13F portfolio, value $1,186,716.

    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 11,268 shares
    Change vs previous 13F +225 shares

    0.03% of the 13F portfolio, value $1,477,799.

    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 11,043 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,187,233.

    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).