Position in WHR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$325,845
-$45,448 QoQ
Shares Held
8,266
+20.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#236
of 460 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Dakota Wealth Management holds $919,083 across 2 Furnishings, Fixtures & Appliances names. WHR ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETD |
Ethan Allen Interiors Inc
|
26,555 | $593,238 | |
| 2 | WHR |
Whirlpool Corp /De/
This page
|
8,266 | $325,845 |
All Filings in WHR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,845 | 8,266 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $371,293 | 6,886 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $530,661 | 7,356 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $612,372 | 7,791 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $800,305 | 7,891 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $597,652 | 6,631 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $779,723 | 6,811 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $791,265 | 7,395 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $740,950 | 7,250 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $780,585 | 6,525 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $215,411 | 1,769 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,655,548 | 19,862 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,728,974 | 25,062 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,049,001 | 23,095 | Shares | Sole | 2023-04-14 | |
| 2021-12-31 | $301,771 | 1,286 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $262,163 | 1,286 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,202,553 | 19,276 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,825,276 | 17,360 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||