Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in MEGI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $164,844 | 11,980 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $194,730 | 13,265 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $254,003 | 17,875 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $314,648 | 23,640 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $282,648 | 23,225 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $347,030 | 23,275 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $298,152 | 23,275 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $306,280 | 24,366 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $346,241 | 26,675 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $489,459 | 41,550 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $569,235 | 41,550 | Shares | Other | 2023-07-31 |
| 2023-03-31 | $568,710 | 40,050 | Shares | Other | 2023-04-14 |
| 2022-12-31 | $475,088 | 34,805 | Shares | Other | 2023-02-08 |
| 2022-09-30 | $187,192 | 15,145 | Shares | Other | 2022-11-10 |
| 2022-06-30 | $198,783 | 12,510 | Shares | Other | 2022-08-05 |