Dakota Wealth Management GPAT GP-ACT III ACQUISITION CORP

Ownership history in Dakota Wealth Management  ·  7 quarters on record

AI Ownership Summary

Dakota Wealth Management reported GP-ACT III ACQUISITION CORP (GPAT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows GPAT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GPAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dakota Wealth Management's position in GP-ACT III ACQUISITION CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GPAT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dakota Wealth Management held GPAT — position size vs. price
% of Fund (quarterly)    GPAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 46,400 -2,000 -4.1% 0.01% $503K 2026-05-07 $10.80
2025 Q4 UNCHANGED 48,400 0% 0.01% $517K 2026-01-13 $10.73
2025 Q3 UNCHANGED 48,400 0% 0.01% $513K 2025-11-10 $10.66
2025 Q2 UNCHANGED 48,400 0% 0.01% $511K 2025-07-16 $10.58
2025 Q1 UNCHANGED 48,400 0% 0.01% $498K 2025-05-02 $10.41
2024 Q4 UNCHANGED 48,400 0% 0.01% $491K 2025-01-17 $10.17
2024 Q3 INITIATED 48,400 0.01% $488K 2024-10-23 $10.07

FAQ About Dakota Wealth Management and GPAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dakota Wealth Management reported owning GPAT?

Dakota Wealth Management reported GPAT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported GPAT position in Dakota Wealth Management's portfolio?

The largest reported portfolio weight for GPAT was 0.01% in 2025 Q1.

What is the latest reported GPAT position on this page?

The most recent filing on this page is 2026 Q1, when Dakota Wealth Management reported 46,400 shares, equal to 0.01% of portfolio, with an estimated market value of $503K.

What does the chart on this GPAT ownership page compare?

The chart compares Dakota Wealth Management's quarterly GPAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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