Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in EOD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $371,954 | 63,800 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $68,172 | 11,960 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $73,950 | 13,720 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $67,914 | 13,720 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $53,278 | 10,720 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $51,352 | 10,250 | Shares | Defined | 2024-10-23 |