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Disclosery

Dakota Wealth Management: XWIAX position timeline

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

Dakota Wealth Management held 103,289 XWIAX 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 103,289 shares
    Change vs previous 13F -454 shares

    0.02% of the 13F portfolio, value $839,741.

    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 103,743 shares
    Change vs previous 13F +950 shares

    0.02% of the 13F portfolio, value $838,245.

    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 102,793 shares
    Change vs previous 13F +1,350 shares

    0.02% of the 13F portfolio, value $850,099.

    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 101,443 shares
    Change vs previous 13F -8,600 shares

    0.02% of the 13F portfolio, value $854,151.

    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 110,043 shares
    Change vs previous 13F +3,575 shares

    0.02% of the 13F portfolio, value $924,362.

    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 106,468 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $888,476.

    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 106,468 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $851,744.

    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 106,468 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $910,302.

    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).