Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in GDV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,054,426 | 37,970 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $1,020,576 | 37,618 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $980,915 | 37,713 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $849,689 | 35,213 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $854,016 | 35,363 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $866,141 | 35,425 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $752,382 | 33,130 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $815,904 | 35,505 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $870,598 | 40,231 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $665,139 | 34,215 | Shares | Other | 2023-10-24 |
| 2023-06-30 | $679,012 | 32,135 | Shares | Other | 2023-07-31 |
| 2023-03-31 | $658,418 | 31,670 | Shares | Other | 2023-04-14 |
| 2022-12-31 | $622,834 | 30,220 | Shares | Sole | 2023-02-08 |
| 2022-09-30 | $372,808 | 19,915 | Shares | Other | 2022-11-10 |
| 2022-06-30 | $352,455 | 17,235 | Shares | Other | 2022-08-05 |
| 2022-03-31 | $414,444 | 16,820 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $440,640 | 16,320 | Shares | Other | 2022-02-10 |
| 2021-09-30 | $442,814 | 17,170 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $724,314 | 27,530 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $687,292 | 28,685 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $595,300 | 27,740 | Shares | Other | 2021-02-12 |
| 2020-09-30 | $320,482 | 17,465 | Shares | Other | 2020-11-04 |
| 2020-06-30 | $302,984 | 17,215 | Shares | Other | 2020-08-07 |
| 2020-03-31 | $150,321 | 10,150 | Shares | Other | 2020-04-29 |