Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in AFB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $716,576 | 66,227 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $725,072 | 66,827 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $688,986 | 66,827 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $747,461 | 68,827 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $468,127 | 43,066 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $486,938 | 41,266 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $476,241 | 42,866 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $471,097 | 42,866 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $483,095 | 44,566 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $461,526 | 49,414 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $743,739 | 69,314 | Shares | Other | 2023-07-31 |
| 2023-03-31 | $857,538 | 78,314 | Shares | Other | 2023-04-14 |
| 2022-12-31 | $689,730 | 65,814 | Shares | Sole | 2023-02-08 |
| 2020-12-31 | $209,090 | 14,500 | Shares | Other | 2021-02-12 |
| 2020-09-30 | $202,130 | 14,500 | Shares | Other | 2020-11-04 |
| 2020-06-30 | $193,575 | 14,500 | Shares | Other | 2020-08-07 |
| 2020-03-31 | $285,600 | 22,400 | Shares | Other | 2020-04-29 |