Dakota Wealth Management’s Four Leaf Acquisition Corp FORL Stock Holding History

Dakota Wealth Management’s Portfolio FORL Stock Details FORL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,575	Closed	-$145K	–	794
2025 Q3	$145K	Hold	12,575	–	–	﹤0.01%	633
2025 Q2	$147K	Hold	12,575	–	–	﹤0.01%	747
2025 Q1	$142K	Hold	12,575	–	–	﹤0.01%	733
2024 Q4	$140K	Hold	12,575	–	–	﹤0.01%	726
2024 Q3	$137K	Hold	12,575	–	–	﹤0.01%	709
2024 Q2	$137K	Hold	12,575	–	–	﹤0.01%	691
2024 Q1	$134K	Hold	12,575	–	–	﹤0.01%	696
2023 Q4	$132K	Buy	+12,575	New	+$132K	0.01%	631

Other funds holding FORL

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

Dakota Wealth Management's FORL Position: Q4 2025 in Review

Dakota Wealth Management sold out of Four Leaf Acquisition Corp (FORL) in Q4 2025, closing a stake of 12,575 shares — an estimated $145K sold.

Dakota Wealth Management first reported a position in FORL in Q4 2023 and held it in 8 quarters. The position peaked at $147K in Q2 2025. 3 funds tracked by Wall St. Rank hold FORL as of Q4 2025.

Dakota Wealth Management reported no remaining Four Leaf Acquisition Corp position as of Q4 2025 after selling out during the quarter.
Dakota Wealth Management sold 12,575 Four Leaf Acquisition Corp shares in Q4 2025, an estimated $145K.
Dakota Wealth Management first reported a position in Four Leaf Acquisition Corp in Q4 2023 and held it in 8 quarters.
Dakota Wealth Management's Four Leaf Acquisition Corp position peaked at $147K in Q2 2025.
3 funds tracked by Wall St. Rank held Four Leaf Acquisition Corp as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.