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advised by DAKOTA WEALTH, LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| U•• B••• | U•• B••• | KANSAS CITY | Missouri | United States | no | n/a |
| Oct 5, 2022 |
| $972,000 |
| 114 |
| $0 |
| 200.0% |
| no |
| P•• F••• S••• L•• |
| Sep 9, 2022 | $972,000 | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Aug 18, 2022 | $972,000 | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Jul 25, 2022 | $972,000 | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Jul 18, 2022 | $972,000 | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Jul 5, 2022 | $972,000 | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Jun 30, 2022 | $972,000 | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| May 6, 2022 | $972,000 | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Mar 22, 2022 | $972,000 | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Mar 11, 2022 | $1.1M | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Nov 5, 2021 | $1.1M | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Oct 1, 2021 | $1.1M | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Sep 30, 2021 | $1.1M | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Jul 8, 2021 | $1.2M | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Mar 23, 2021 | $1.2M | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Dec 22, 2020 | $1.5M | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Jun 30, 2020 | $1.5M | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Mar 30, 2020 | $1.5M | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Jul 16, 2019 | $1.8M | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Mar 29, 2019 | $1.8M | 114 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Nov 20, 2018 | $2.2M | 115 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Jul 12, 2018 | $2.2M | 115 | $0 | 200.0% | no | P•• F••• S••• L•• |
| May 18, 2018 | $2.2M | 115 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Mar 29, 2018 | $2.2M | 115 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Aug 15, 2017 | $2.8M | 112 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Jul 6, 2017 | $2.8M | 112 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Apr 7, 2017 | $2.8M | 112 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Mar 31, 2017 | $2.8M | 112 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Feb 7, 2017 | $3.7M | 112 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Jun 28, 2016 | $3.7M | 112 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Mar 30, 2016 | $3.7M | 112 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Jun 29, 2015 | $4.1M | 112 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Mar 26, 2015 | $4.1M | 112 | $0 | 200.0% | no | P•• F••• S••• L•• |
| Mar 27, 2014 | $4.0M | 112 | $0 | 300.0% | yes | P•• F••• S••• L•• |
| Mar 26, 2014 | $4.0M | 112 | $0 | 300.0% | yes | P•• F••• S••• L•• |
| Dec 2, 2013 | $6.6M | 113 | $0 | 300.0% | yes | P•• F••• S••• L•• |
| Nov 13, 2013 | $6.6M | 113 | $0 | 300.0% | yes | P•• F••• S••• L•• |
| Oct 11, 2013 | $6.6M | 113 | $0 | 300.0% | yes | P•• F••• S••• L•• |
| Mar 28, 2013 | $6.6M | 113 | $0 | 300.0% | yes | P•• F••• S••• L•• |
| Dec 17, 2012 | $10.0M | 111 | $0 | 300.0% | yes | P•• F••• S••• L•• |
| Mar 29, 2012 | $10.0M | 111 | $0 | 300.0% | yes | P•• F••• S••• L•• |
| Dec 22, 2011 | $10.0M | 111 | $0 | 300.0% | yes | P•• F••• S••• L•• |