Filer · Institutional
Dakota WealthManagement
CIK 0001631353TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q1 202613F-HR
0001951757-26-000795 · filed 2026-05-07
766
positions
Q4 202513F-HR
0001951757-26-000072 · filed 2026-01-13
777
positions
Q3 202513F-HR
0001951757-25-001365 · filed 2025-11-10
646
positions
Q2 202513F-HR
0001951757-25-000874 · filed 2025-07-16
761
positions
Q1 202513F-HR
0001951757-25-000489 · filed 2025-05-02
749
positions
Q4 202413F-HR
0001951757-25-000061 · filed 2025-01-17
748
positions
Q3 202413F-HR
0001951757-24-001101 · filed 2024-10-23
733
positions
Q2 202413F-HR
0001951757-24-000560 · filed 2024-07-22
718
positions
Q1 202413F-HR
0001951757-24-000380 · filed 2024-04-24
721
positions
Q4 202313F-HR
0001951757-24-000170 · filed 2024-01-30
657
positions
Q3 202313F-HR
0001085146-23-003874 · filed 2023-10-24
651
positions
Q2 202313F-HR
0001085146-23-002976 · filed 2023-07-31
639
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.