Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in BOE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $528,320 | 45,117 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $523,854 | 45,277 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $547,739 | 48,259 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $607,578 | 55,998 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $677,034 | 62,863 | Shares | Defined | 2025-01-17 |
| 2024-09-30 | $786,668 | 69,864 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $779,251 | 73,445 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $750,034 | 71,705 | Shares | Defined | 2024-04-24 |
| 2023-12-31 | $711,313 | 71,705 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $614,175 | 65,130 | Shares | Other | 2023-10-24 |
| 2023-06-30 | $660,894 | 65,630 | Shares | Other | 2023-07-31 |
| 2023-03-31 | $645,847 | 65,040 | Shares | Other | 2023-04-14 |
| 2022-12-31 | $630,243 | 65,925 | Shares | Other | 2023-02-08 |
| 2022-09-30 | $432,482 | 49,090 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $368,573 | 37,725 | Shares | Other | 2022-08-05 |
| 2022-03-31 | $367,744 | 32,515 | Shares | Other | 2022-05-13 |
| 2021-12-31 | $378,310 | 31,060 | Shares | Other | 2022-02-10 |
| 2021-09-30 | $363,712 | 31,060 | Shares | Other | 2021-11-15 |
| 2021-06-30 | $389,803 | 31,060 | Shares | Other | 2021-08-02 |
| 2021-03-31 | $726,685 | 63,245 | Shares | Other | 2021-05-10 |
| 2020-12-31 | $693,003 | 63,520 | Shares | Other | 2021-02-12 |
| 2020-09-30 | $410,457 | 42,890 | Shares | Other | 2020-11-04 |
| 2020-06-30 | $408,262 | 43,340 | Shares | Other | 2020-08-07 |
| 2020-03-31 | $359,288 | 43,340 | Shares | Other | 2020-04-29 |