Dakota Wealth Management

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Palm Beach Gardens, FL
CIK
0001631353
Alternate names
Oakmont Partners LLC
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 644 2,125,287 13F-HR 7/31/2023 000108514623002976 Dakota Wealth Management
Q1 2023 615 1,497,838 13F-HR 4/14/2023 000108514623001688 Dakota Wealth Management
Q4 2022 599 1,410,540 13F-HR 2/7/2023 000108514623000750 Dakota Wealth Management
Q3 2022 571 1,235,588 13F-HR 11/10/2022 000108514622003929 Dakota Wealth Management
Q2 2022 510 1,086,180 13F-HR 8/4/2022 000108514622002804 Dakota Wealth Management
Q1 2022 453 1,233,082 13F-HR 5/12/2022 000108514622002029 Dakota Wealth Management
Q4 2021 387 947,997 13F-HR 2/10/2022 000108514622000799 Dakota Wealth Management
Q3 2021 347 869,402 13F-HR 11/15/2021 000108514621003322 Dakota Wealth Management
Q2 2021 334 839,956 13F-HR 8/2/2021 000108514621002174 Dakota Wealth Management
Q1 2021 315 761,959 13F-HR 5/10/2021 000108514621001555 Dakota Wealth Management
Q4 2020 319 768,680 13F-HR 2/12/2021 000108514621000729 Dakota Wealth Management
Q3 2020 292 634,555 13F-HR 11/4/2020 000108514620002737 Dakota Wealth Management
Q2 2020 276 584,452 13F-HR 8/7/2020 000108514620002048 Dakota Wealth Management
Q1 2020 256 458,056 13F-HR 4/29/2020 000108514620001256 Dakota Wealth Management
Q4 2019 305 623,749 13F-HR 2/6/2020 000108514620000421 Dakota Wealth Management
Q3 2019 309 580,936 13F-HR 11/14/2019 000108514619002985 Dakota Wealth Management
Q2 2019 283 522,599 13F-HR 8/7/2019 000108514619002135 Dakota Wealth Management
Q1 2019 300 502,736 RESTATEMENT 4/29/2019 000108514619001274 Dakota Wealth Management
Q1 2019 228 111,940 13F-HR 4/18/2019 000108514619001196 Dakota Wealth Management
Q4 2018 277 441,669 13F-HR 1/22/2019 000108514619000200 Dakota Wealth Management
Q3 2018 280 445,039 13F-HR 11/7/2018 000108514618002527 Dakota Wealth Management
Q2 2018 202 359,749 13F-HR 8/9/2018 000108514618001931 Dakota Wealth Management
Q1 2018 92 193,900 13F-HR 4/10/2018 000108514618001038 Oakmont Partners LLC
Q4 2017 77 188,685 13F-HR 1/16/2018 000108514618000132 Oakmont Partners LLC
Q3 2017 61 184,690 13F-HR 10/16/2017 000108514617002061 Oakmont Partners LLC
Q2 2017 63 180,983 13F-HR 7/11/2017 000108514617001465 Oakmont Partners LLC
Q1 2017 62 171,255 13F-HR 4/12/2017 000108514617000964 Oakmont Partners LLC
Q4 2016 52 154,951 13F-HR 1/9/2017 000108514617000067 Oakmont Partners LLC
Q3 2016 53 154,024 13F-HR 10/11/2016 000108514616004474 Oakmont Partners LLC
Q2 2016 52 148,726 13F-HR 7/12/2016 000108514616003961 Oakmont Partners LLC
Q1 2016 51 139,271 13F-HR 5/16/2016 000108514616003829 Oakmont Partners LLC
Q4 2015 53 147,526 13F-HR 1/12/2016 000108514616002577 Oakmont Partners LLC
Q3 2015 50 145,942 13F-HR 10/16/2015 000108514615002015 Oakmont Partners LLC
Q2 2015 58 165,547 13F-HR 7/13/2015 000108514615001446 Oakmont Partners LLC
Q1 2015 60 168,238 13F-HR 4/13/2015 000108514615000922 Oakmont Partners LLC
Q4 2014 59 159,934 13F-HR 1/26/2015 000108514615000172 Oakmont Partners LLC