Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $143,323 | 11,119 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $190,076 | 14,610 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $432,636 | 34,890 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $423,215 | 34,890 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $444,133 | 35,165 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $638,699 | 48,980 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $599,632 | 48,830 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $635,038 | 49,690 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $626,094 | 49,690 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $553,583 | 48,860 | Shares | Other | 2023-10-24 |
| 2023-06-30 | $519,596 | 42,555 | Shares | Other | 2023-07-31 |
| 2023-03-31 | $476,809 | 40,545 | Shares | Other | 2023-04-14 |
| 2022-12-31 | $389,667 | 34,545 | Shares | Other | 2023-02-08 |