Dakota Wealth Management

Position in MTUM — iShares MSCI USA Momentum Factor ETF

CIK 1631353 PALM BEACH GARDENS, FL

All Filings in MTUM

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 MTUM	$579,335	2,414	-21.0%	Shares	Sole	2026-08-26
2025-12-31 MTUM	$764,446	3,054	0.0%	Shares	Sole	2026-08-26
2025-09-30 MTUM	$783,198	3,054	0.0%	Shares	Sole	2026-08-26
2025-06-30 MTUM	$733,937	3,054	-3.1%	Shares	Sole	2025-07-16
2025-03-31 MTUM	$637,113	3,152	-4.4%	Shares	Sole	2025-05-02
2024-12-31 MTUM	$682,422	3,298	-1.3%	Shares	Sole	2025-01-17
2024-09-30 MTUM	$677,826	3,343	+19.5%	Shares	Sole	2024-10-23
2024-06-30 MTUM	$545,051	2,797	-1.0%	Shares	Sole	2024-07-22
2024-03-31 MTUM	$529,451	2,826	-16.4%	Shares	Sole	2024-04-24
2023-12-31 MTUM	$530,288	3,380	-1.7%	Shares	Sole	2024-01-30
2023-09-30 MTUM	$480,288	3,438	-23.0%	Shares	Sole	2023-10-24
2023-06-30 MTUM	$644,076	4,465	+12.2%	Shares	Sole	2023-07-31
2023-03-31 MTUM	$553,518	3,981	-7.3%	Shares	Sole	2023-04-14
2022-12-31 MTUM	$626,915	4,296	-9.7%	Shares	Sole	2023-02-08
2022-09-30 MTUM	$624,023	4,757	-13.9%	Shares	Sole	2022-11-10
2022-06-30 MTUM	$753,580	5,526	-29.8%	Shares	Sole	2022-08-05
2022-03-31 MTUM	$1,324,453	7,871	-1.5%	Shares	Sole	2022-05-13
2021-12-31 MTUM	$1,453,469	7,994	-2.6%	Shares	Sole	2022-02-10
2021-09-30 MTUM	$1,441,149	8,207	-5.3%	Shares	Sole	2021-11-15
2021-06-30 MTUM	$1,502,597	8,664	-7.7%	Shares	Sole	2021-08-02
2021-03-31 MTUM	$1,510,314	9,389	-78.0%	Shares	Sole	2021-05-10
2020-12-31 MTUM	$6,885,631	42,691	+114.3%	Shares	Sole	2021-02-12
2020-09-30 MTUM	$2,936,797	19,924	-3.7%	Shares	Sole	2020-11-04
2020-06-30 MTUM	$2,710,259	20,689	+1.5%	Shares	Sole	2020-08-07
2020-03-31 MTUM	$2,169,955	20,379	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.