Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in BGY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $431,739 | 73,425 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $599,897 | 104,330 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $681,454 | 117,695 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $767,745 | 136,853 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $784,366 | 147,715 | Shares | Defined | 2025-01-17 |
| 2024-09-30 | $999,258 | 172,286 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $1,028,868 | 184,385 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $996,948 | 180,280 | Shares | Defined | 2024-04-24 |
| 2023-12-31 | $891,420 | 169,150 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $843,010 | 168,940 | Shares | Other | 2023-10-24 |
| 2023-06-30 | $628,075 | 115,455 | Shares | Other | 2023-07-31 |
| 2023-03-31 | $603,072 | 111,680 | Shares | Other | 2023-04-14 |
| 2022-12-31 | $559,453 | 111,445 | Shares | Other | 2023-02-08 |
| 2022-09-30 | $374,027 | 83,675 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $90,548 | 17,895 | Shares | Other | 2022-08-05 |
| 2022-03-31 | $93,782 | 16,310 | Shares | Other | 2022-05-13 |
| 2021-03-31 | $163,131 | 26,875 | Shares | Other | 2021-05-10 |
| 2020-12-31 | $157,756 | 26,875 | Shares | Other | 2021-02-12 |
| 2020-09-30 | $141,631 | 26,875 | Shares | Other | 2020-11-04 |
| 2020-06-30 | $138,137 | 26,875 | Shares | Other | 2020-08-07 |
| 2020-03-31 | $120,937 | 26,875 | Shares | Other | 2020-04-29 |