Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in EIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,019,948 | 207,600 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $2,507,524 | 252,266 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $3,157,148 | 326,489 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $2,962,376 | 297,129 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $3,284,275 | 317,015 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $3,305,224 | 307,177 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $5,223,483 | 493,713 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $4,627,867 | 447,137 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $3,886,810 | 383,693 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $4,156,274 | 463,870 | Shares | Other | 2023-10-24 |
| 2023-06-30 | $3,840,381 | 385,968 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $3,916,151 | 376,553 | Shares | Other | 2023-04-14 |
| 2022-12-31 | $3,464,763 | 333,471 | Shares | Other | 2023-02-08 |
| 2022-09-30 | $1,937,994 | 200,206 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $2,057,171 | 192,259 | Shares | Other | 2022-08-05 |
| 2022-03-31 | $1,537,699 | 133,713 | Shares | Other | 2022-05-13 |
| 2021-12-31 | $1,274,578 | 93,857 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $1,393,928 | 104,180 | Shares | Other | 2021-11-15 |
| 2021-06-30 | $2,293,739 | 167,671 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $2,836,158 | 213,245 | Shares | Other | 2021-05-10 |
| 2020-12-31 | $3,251,270 | 239,064 | Shares | Other | 2021-02-12 |
| 2020-09-30 | $3,965,737 | 301,119 | Shares | Other | 2020-11-04 |
| 2020-06-30 | $4,776,220 | 375,489 | Shares | Other | 2020-08-07 |
| 2020-03-31 | $4,683,144 | 375,252 | Shares | Other | 2020-04-29 |