Dakota Wealth Management

Business address
11376 N. Jog Rd., Suite 101, 33418 Palm Beach Gardens, FL
State of incorporation
FL
Fiscal year end
December 31
Former names
Oakmont Partners LLC (to 4/10/2018)
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Dakota Wealth Management has filed 47 SEC EDGAR filings since 1/26/2015

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 10, 2025 Sep 30, 2025 028-16362
13F-HR Open Document Open Filing Jul 16, 2025 Jun 30, 2025 028-16362
N-PX Open Document Open Filing Jul 14, 2025 Jun 30, 2025 028-16362
13F-HR Open Document Open Filing May 2, 2025 Mar 31, 2025 028-16362
13F-HR Open Document Open Filing Jan 17, 2025 Dec 31, 2024 028-16362
13F-HR Open Document Open Filing Oct 23, 2024 Sep 30, 2024 028-16362
N-PX Open Document Open Filing Aug 27, 2024 Jun 30, 2024 028-16362
13F-HR Open Document Open Filing Jul 22, 2024 Jun 30, 2024 028-16362
13F-HR Open Document Open Filing Apr 24, 2024 Mar 31, 2024 028-16362
13F-HR Open Document Open Filing Jan 30, 2024 Dec 31, 2023 028-16362
13F-HR Open Document Open Filing Oct 24, 2023 Sep 30, 2023 028-16362
13F-HR Open Document Open Filing Jul 31, 2023 Jun 30, 2023 028-16362
13F-HR Open Document Open Filing Apr 14, 2023 Mar 31, 2023 028-16362
13F-HR Open Document Open Filing Feb 8, 2023 Dec 31, 2022 028-16362
13F-HR Open Document Open Filing Nov 10, 2022 Sep 30, 2022 028-16362
13F-HR Open Document Open Filing Aug 5, 2022 Jun 30, 2022 028-16362
13F-HR Open Document Open Filing May 13, 2022 Mar 31, 2022 028-16362
13F-HR Open Document Open Filing Feb 10, 2022 Dec 31, 2021 028-16362
13F-HR Open Document Open Filing Nov 15, 2021 Sep 30, 2021 028-16362
13F-HR Open Document Open Filing Aug 2, 2021 Jun 30, 2021 028-16362
13F-HR Open Document Open Filing May 10, 2021 Mar 31, 2021 028-16362
13F-HR Open Document Open Filing Feb 12, 2021 Dec 31, 2020 028-16362
13F-HR Open Document Open Filing Nov 4, 2020 Sep 30, 2020 028-16362
13F-HR Open Document Open Filing Aug 7, 2020 Jun 30, 2020 028-16362
13F-HR Open Document Open Filing Apr 29, 2020 Mar 31, 2020 028-16362
13F-HR Open Document Open Filing Feb 6, 2020 Dec 31, 2019 028-16362
13F-HR Open Document Open Filing Nov 14, 2019 Sep 30, 2019 028-16362
13F-HR Open Document Open Filing Aug 7, 2019 Jun 30, 2019 028-16362
13F-HR/A Open Document Open Filing Apr 29, 2019 Mar 31, 2019 028-16362
13F-HR Open Document Open Filing Apr 18, 2019 Mar 31, 2019 028-16362
13F-HR Open Document Open Filing Jan 22, 2019 Dec 31, 2018 028-16362
13F-HR Open Document Open Filing Nov 7, 2018 Sep 30, 2018 028-16362
13F-HR Open Document Open Filing Aug 9, 2018 Jun 30, 2018 028-16362
13F-HR Open Document Open Filing Apr 10, 2018 Mar 31, 2018 028-16362
13F-HR Open Document Open Filing Jan 16, 2018 Dec 31, 2017 028-16362
13F-HR Open Document Open Filing Oct 16, 2017 Sep 30, 2017 028-16362
13F-HR Open Document Open Filing Jul 11, 2017 Jun 30, 2017 028-16362
13F-HR Open Document Open Filing Apr 12, 2017 Mar 31, 2017 028-16362
13F-HR Open Document Open Filing Jan 9, 2017 Dec 31, 2016 028-16362
13F-HR Open Document Open Filing Oct 11, 2016 Sep 30, 2016 028-16362
13F-HR Open Document Open Filing Jul 12, 2016 Jun 30, 2016 028-16362
13F-HR Open Document Open Filing May 16, 2016 Mar 31, 2016 028-16362
13F-HR Open Document Open Filing Jan 12, 2016 Dec 31, 2015 028-16362
13F-HR Open Document Open Filing Oct 16, 2015 Sep 30, 2015 028-16362
13F-HR Open Document Open Filing Jul 13, 2015 Jun 30, 2015 028-16362
13F-HR Open Document Open Filing Apr 13, 2015 Mar 31, 2015 028-16362
13F-HR Open Document Open Filing Jan 26, 2015 Dec 31, 2014 028-16362