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Manager record

Dakota Wealth Management

Palm Beach Gardens, FL · CIK 1631353 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$5.24BReported 13F valueQ2 2026 · as filed
776Holdings listed
-43.3%vs prior quartervalue change includes market moves
5Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $4.7B$4.7BQ2 2025761 holdingsQ3 2025: $9.9B$9.9BQ3 20251,292 holdingsQ4 2025: $11.3B$11.3BQ4 20251,554 holdingsQ1 2026: $9.2B$9.2BQ1 20261,532 holdingsQ2 2026: $5.2B$5.2BQ2 2026776 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 26 2026 13F-HR/A · period Q1 2026

$4.62B · 766 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 26 2026 13F-HR/A · period Q4 2025

$5.64B · 777 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 26 2026 13F-HR/A · period Q3 2025

$4.96B · 646 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 07 2026 13F-HR · period Q2 2026

$5.24B · 776 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$4.62B · 766 holdings listed · View original SEC filing ↗
Jan 13 2026 13F-HR · period Q4 2025

$5.64B · 777 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$4.96B · 646 holdings listed · View original SEC filing ↗
Jul 16 2025 13F-HR · period Q2 2025

$4.75B · 761 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 26, 2026 · Change methodology