Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in CAF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $310,813 | 17,904 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $330,735 | 19,864 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $284,681 | 20,659 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $270,219 | 20,659 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $256,850 | 20,614 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $267,739 | 19,774 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $227,644 | 19,374 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $155,966 | 12,954 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $210,910 | 16,555 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $193,877 | 15,560 | Shares | Other | 2023-10-24 |