Dakota Wealth Management

Q1 2026 13F Holdings

Location
Palm Beach Gardens, FL
Holdings as of
3/31/2026
Value ($000)
$4,621,475
Num holdings
766
Date filed
8/26/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
8/26/2026
Next filing
8/7/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type