Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in MHD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,924,186 | 163,900 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $1,737,825 | 147,900 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $1,656,480 | 147,900 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $1,563,768 | 133,200 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $1,554,444 | 133,200 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $1,593,900 | 126,000 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $1,523,340 | 126,000 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $1,522,080 | 126,000 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $1,498,278 | 125,800 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $934,488 | 90,639 | Shares | Other | 2023-10-24 |
| 2023-06-30 | $977,373 | 84,039 | Shares | Other | 2023-07-31 |
| 2023-03-31 | $1,054,844 | 87,539 | Shares | Other | 2023-04-14 |
| 2022-12-31 | $849,059 | 69,939 | Shares | Other | 2023-02-08 |