Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in NBXG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $923,799 | 63,975 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $990,933 | 64,430 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $1,194,572 | 81,820 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $1,005,700 | 82,098 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $1,049,725 | 82,396 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $1,111,373 | 86,623 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $1,087,241 | 84,217 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $1,007,022 | 85,704 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $795,157 | 72,750 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $736,902 | 70,720 | Shares | Other | 2023-10-24 |
| 2023-06-30 | $712,367 | 65,295 | Shares | Other | 2023-07-31 |
| 2023-03-31 | $594,879 | 57,145 | Shares | Other | 2023-04-14 |
| 2022-12-31 | $458,751 | 50,440 | Shares | Other | 2023-02-08 |
| 2022-09-30 | $344,465 | 36,490 | Shares | Other | 2022-11-10 |
| 2022-06-30 | $206,435 | 20,810 | Shares | Other | 2022-08-05 |
| 2022-03-31 | $291,276 | 20,880 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $361,224 | 20,880 | Shares | Other | 2022-02-10 |