Ownership history in Dakota Wealth Management · 32 quarters on record
This page tracks every 13F SEC filing in which Dakota Wealth Management reported a position in FACEBOOK INC (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 73,596 | -4,788 | -6.1% | 0.86% | $48.6M | $659.53 |
| 2025 Q3 | ADDED | 78,384 | +1,514 | +2.0% | 1.16% | $57.6M | $733.15 |
| 2025 Q2 | REDUCED | 76,870 | -23,027 | -23.1% | 1.19% | $56.7M | $736.36 |
| 2025 Q1 | REDUCED | 99,897 | -917 | -0.9% | 1.35% | $57.6M | $574.57 |
| 2024 Q4 | ADDED | 100,814 | +366 | +0.4% | 1.36% | $59.0M | $583.17 |
| 2024 Q3 | ADDED | 100,448 | +4,735 | +4.9% | 1.30% | $57.5M | $569.69 |
| 2024 Q2 | ADDED | 95,713 | +7,120 | +8.0% | 1.13% | $48.3M | $501.32 |
| 2024 Q1 | ADDED | 88,593 | +2,863 | +3.3% | 1.07% | $43.0M | $482.31 |
| 2023 Q4 | ADDED | 85,730 | +12,268 | +16.7% | 1.18% | $30.3M | $351.20 |
| 2023 Q3 | REDUCED | 73,462 | -6,212 | -7.8% | 0.97% | $22.1M | $297.87 |
As of 2025 Q4 — sorted by position size