Dakota Wealth Management

Q3 2025 13F Holdings

Location
Palm Beach Gardens, FL
Holdings as of
9/30/2025
Value ($000)
$4,962,628
Num holdings
646
Date filed
8/26/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
7/16/2025
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