Dakota Wealth Management quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Dakota Wealth Management opened 0 positions, added to 0, reduced 0, sold out of 2 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$30,710); the largest decrease was TASEKO MINES LTD (-$922,860).
- TASEKO MINES LTD: Country of operation —; Class COM; Shares 2026-03-31 143,079; Shares 2026-06-30 0.
- DUPONT DE NEMOURS INC: Country of operation United States; Class COM; Shares 2026-03-31 4,783; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1631353): 2026-03-31 (filed 2026-08-26) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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