Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in ASG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $423,252 | 79,859 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $409,778 | 73,834 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $376,795 | 68,884 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $336,842 | 68,884 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $389,194 | 68,884 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $386,439 | 68,884 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $277,065 | 51,885 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $282,295 | 51,420 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $257,373 | 48,745 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $62,589 | 12,670 | Shares | Other | 2023-10-24 |
| 2020-06-30 | $130,391 | 20,730 | Shares | Sole | 2020-08-07 |