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
8/26/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
8/26/2026
Next filing
8/26/2026
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