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Disclosery

Dakota Wealth Management: ZTR position timeline

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

Dakota Wealth Management held 11,356 ZTR 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 11,356 shares
    Change vs previous 13F -445 shares

    <0.01% of the 13F portfolio, value $77,562.

    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 11,801 shares
    Change vs previous 13F -5,252 shares

    <0.01% of the 13F portfolio, value $78,123.

    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 17,053 shares
    Change vs previous 13F -11,286 shares

    <0.01% of the 13F portfolio, value $107,434.

    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 28,339 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $182,787.

    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 28,339 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $176,552.

    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 28,339 shares
    Change vs previous 13F -2,107 shares

    <0.01% of the 13F portfolio, value $169,184.

    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 30,446 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $178,414.

    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 30,446 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $188,766.

    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).