Dakota Wealth Management
Position in NEAR — iShares Short Duration Bond Active ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in NEAR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 NEAR | $504,133 | 9,831 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 NEAR | $622,449 | 12,181 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 NEAR | $670,517 | 13,181 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 NEAR | $665,640 | 13,181 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 NEAR | $707,470 | 13,807 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 NEAR | $756,359 | 15,028 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 NEAR | $795,451 | 15,764 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 NEAR | $778,058 | 15,401 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 NEAR | $862,647 | 17,291 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 NEAR | $859,708 | 17,291 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 NEAR | $870,529 | 17,551 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 NEAR | $1,122,863 | 22,790 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 NEAR | $1,833,013 | 37,211 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 NEAR | $2,102,712 | 42,686 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 NEAR | $2,176,668 | 43,911 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 NEAR | $1,475,972 | 29,549 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 NEAR | $2,167,853 | 43,236 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 NEAR | $2,223,935 | 44,328 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 NEAR | $2,119,523 | 42,230 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 NEAR | $2,118,578 | 42,228 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 NEAR | $2,213,509 | 44,173 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 NEAR | $2,189,337 | 43,778 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 NEAR | $2,122,455 | 43,771 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||