Dakota Wealth Management
CIK
0001631353
City
PALM BEACH GARDENS
State / Country
FL
Holdings in WIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $850,098 | 102,793 | Shares | Defined | 2026-01-13 |
| 2025-09-30 | $854,150 | 101,443 | Shares | Defined | 2025-11-10 |
| 2025-06-30 | $924,361 | 110,043 | Shares | Defined | 2025-07-16 |
| 2025-03-31 | $889,007 | 106,468 | Shares | Defined | 2025-05-02 |
| 2024-12-31 | $851,744 | 106,468 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $910,301 | 106,468 | Shares | Defined | 2024-10-23 |
| 2024-06-30 | $846,000 | 105,618 | Shares | Defined | 2024-07-22 |
| 2024-03-31 | $856,474 | 105,218 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $854,370 | 105,218 | Shares | Defined | 2024-01-30 |
| 2023-09-30 | $751,642 | 96,118 | Shares | Other | 2023-10-24 |
| 2023-06-30 | $727,045 | 88,020 | Shares | Other | 2023-07-31 |
| 2023-03-31 | $733,693 | 84,820 | Shares | Other | 2023-04-14 |
| 2022-12-31 | $711,142 | 82,595 | Shares | Other | 2023-02-08 |
| 2022-09-30 | $551,776 | 61,651 | Shares | Other | 2022-11-10 |
| 2022-06-30 | $602,946 | 61,651 | Shares | Other | 2022-08-05 |
| 2022-03-31 | $742,212 | 63,437 | Shares | Other | 2022-05-13 |
| 2021-12-31 | $855,340 | 64,554 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $920,559 | 66,804 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $935,256 | 66,804 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $863,695 | 67,529 | Shares | Sole | 2021-05-10 |
| 2020-12-31 | $921,095 | 67,529 | Shares | Other | 2021-02-12 |
| 2020-09-30 | $1,174,456 | 96,425 | Shares | Other | 2020-11-04 |
| 2020-06-30 | $1,143,838 | 97,100 | Shares | Sole | 2020-08-07 |
| 2020-03-31 | $1,006,332 | 95,750 | Shares | Other | 2020-04-29 |