Dakota Wealth Management SEC EDGAR Filings (CIK 0001631353)

SEC EDGAR filings, ownership reports, and insider transactions for Dakota Wealth Management.

Business address
11376 N. Jog Rd., Suite 101, Palm Beach Gardens, FL, 33418
Top securities (13F)
KLAC, IVV, AAPL, MSFT, BIL, AMZN, GOOGL, NVDA, JPM, VXUS, SPY, RSP, SPDW, SPSM, QQQ, IGIB, MBB, AVGO, IGSB, and META
State of incorporation
FL
Fiscal year end
31 December
Former names
Oakmont Partners LLC (to 10 Apr 2018)
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Dakota Wealth Management has filed 48 SEC EDGAR filings since 26 Jan 2015

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Jan 2026 31 Dec 2025 028-16362
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-16362
13F-HR Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-16362
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-16362
13F-HR Open Document Open Filing 02 May 2025 31 Mar 2025 028-16362
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-16362
13F-HR Open Document Open Filing 23 Oct 2024 30 Sep 2024 028-16362
N-PX Open Document Open Filing 27 Aug 2024 30 Jun 2024 028-16362
13F-HR Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-16362
13F-HR Open Document Open Filing 24 Apr 2024 31 Mar 2024 028-16362
13F-HR Open Document Open Filing 30 Jan 2024 31 Dec 2023 028-16362
13F-HR Open Document Open Filing 24 Oct 2023 30 Sep 2023 028-16362
13F-HR Open Document Open Filing 31 Jul 2023 30 Jun 2023 028-16362
13F-HR Open Document Open Filing 14 Apr 2023 31 Mar 2023 028-16362
13F-HR Open Document Open Filing 08 Feb 2023 31 Dec 2022 028-16362
13F-HR Open Document Open Filing 10 Nov 2022 30 Sep 2022 028-16362
13F-HR Open Document Open Filing 05 Aug 2022 30 Jun 2022 028-16362
13F-HR Open Document Open Filing 13 May 2022 31 Mar 2022 028-16362
13F-HR Open Document Open Filing 10 Feb 2022 31 Dec 2021 028-16362
13F-HR Open Document Open Filing 15 Nov 2021 30 Sep 2021 028-16362
13F-HR Open Document Open Filing 02 Aug 2021 30 Jun 2021 028-16362
13F-HR Open Document Open Filing 10 May 2021 31 Mar 2021 028-16362
13F-HR Open Document Open Filing 12 Feb 2021 31 Dec 2020 028-16362
13F-HR Open Document Open Filing 04 Nov 2020 30 Sep 2020 028-16362
13F-HR Open Document Open Filing 07 Aug 2020 30 Jun 2020 028-16362
13F-HR Open Document Open Filing 29 Apr 2020 31 Mar 2020 028-16362
13F-HR Open Document Open Filing 06 Feb 2020 31 Dec 2019 028-16362
13F-HR Open Document Open Filing 14 Nov 2019 30 Sep 2019 028-16362
13F-HR Open Document Open Filing 07 Aug 2019 30 Jun 2019 028-16362
13F-HR/A Open Document Open Filing 29 Apr 2019 31 Mar 2019 028-16362
13F-HR Open Document Open Filing 18 Apr 2019 31 Mar 2019 028-16362
13F-HR Open Document Open Filing 22 Jan 2019 31 Dec 2018 028-16362
13F-HR Open Document Open Filing 07 Nov 2018 30 Sep 2018 028-16362
13F-HR Open Document Open Filing 09 Aug 2018 30 Jun 2018 028-16362
13F-HR Open Document Open Filing 10 Apr 2018 31 Mar 2018 028-16362
13F-HR Open Document Open Filing 16 Jan 2018 31 Dec 2017 028-16362
13F-HR Open Document Open Filing 16 Oct 2017 30 Sep 2017 028-16362
13F-HR Open Document Open Filing 11 Jul 2017 30 Jun 2017 028-16362
13F-HR Open Document Open Filing 12 Apr 2017 31 Mar 2017 028-16362
13F-HR Open Document Open Filing 09 Jan 2017 31 Dec 2016 028-16362
13F-HR Open Document Open Filing 11 Oct 2016 30 Sep 2016 028-16362
13F-HR Open Document Open Filing 12 Jul 2016 30 Jun 2016 028-16362
13F-HR Open Document Open Filing 16 May 2016 31 Mar 2016 028-16362
13F-HR Open Document Open Filing 12 Jan 2016 31 Dec 2015 028-16362
13F-HR Open Document Open Filing 16 Oct 2015 30 Sep 2015 028-16362
13F-HR Open Document Open Filing 13 Jul 2015 30 Jun 2015 028-16362
13F-HR Open Document Open Filing 13 Apr 2015 31 Mar 2015 028-16362
13F-HR Open Document Open Filing 26 Jan 2015 31 Dec 2014 028-16362