Dakota Wealth Management

Q4 2025 13F Holdings

Location
Palm Beach Gardens, FL
Holdings as of
12/31/2025
Value ($000)
$5,636,365
Num holdings
777
Date filed
1/13/2026
Form type
13F-HR
Prev filing
8/26/2026
Next filing
8/26/2026
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type