Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in FINS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,028,200 | 77,835 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $1,020,416 | 77,835 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $1,082,986 | 83,435 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $833,738 | 61,850 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $785,495 | 61,850 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $827,572 | 62,600 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $774,362 | 62,600 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $771,569 | 61,775 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $715,791 | 60,100 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $564,977 | 46,925 | Shares | Other | 2023-10-24 |
| 2023-06-30 | $500,744 | 42,400 | Shares | Other | 2023-07-31 |
| 2023-03-31 | $443,263 | 35,950 | Shares | Other | 2023-04-14 |
| 2022-12-31 | $441,945 | 34,500 | Shares | Other | 2023-02-08 |