Position in AR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$496,929
New position
Shares Held
11,709
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Dakota Wealth Management holds $9,480,473 across 4 Oil & Gas E&P names.
All Filings in AR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,929 | 11,709 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||