Position in ROL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$10,266,416
-$714,963 QoQ
Shares Held
192,219
+5.1% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROL Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Dakota Wealth Management holds $1,226,542 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTDR |
Frontdoor, Inc.
|
15,808 | $1,226,542 |
All Filings in ROL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,266,416 | 192,219 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $10,981,379 | 182,962 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $9,802,648 | 166,882 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,899,646 | 140,015 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $6,253,648 | 115,744 | Shares | Defined | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||