Dakota Wealth Management
Position in FDS — Factset Research Systems Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in FDS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$225,478
+$13,262 QoQ
Shares Held
980
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#536
of 762 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Dakota Wealth Management holds $18,266,541 across 5 Financial Data & Stock Exchanges names. FDS ranks #5 (1.2% of the industry book) .
All Filings in FDS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,478 | 980 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $212,216 | 978 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $288,448 | 994 | Shares | Defined | 2026-01-13 | |
| 2025-03-31 | $1,156,604 | 2,544 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,199,739 | 2,498 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $998,794 | 2,172 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $750,400 | 1,838 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $751,106 | 1,653 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $645,925 | 1,354 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $579,369 | 1,325 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||