Skip to content
Disclosery

Dakota Wealth Management: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dakota Wealth Management on AVUV, newest first. How the timeline and the estimate are built.

Dakota Wealth Management held 103,520 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,520 shares
    Change vs previous 13F -3,081 shares

    0.25% of the 13F portfolio, value $12,915,131.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 106,601 shares
    Change vs previous 13F -13,527 shares

    0.26% of the 13F portfolio, value $11,776,191.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 120,128 shares
    Change vs previous 13F +43,920 shares

    0.22% of the 13F portfolio, value $12,250,634.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 76,208 shares
    Change vs previous 13F +6,039 shares

    0.15% of the 13F portfolio, value $7,584,963.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 70,169 shares
    Change vs previous 13F -20,964 shares

    0.13% of the 13F portfolio, value $6,392,379.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 91,133 shares
    Change vs previous 13F -2,269 shares

    0.19% of the 13F portfolio, value $7,944,047.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 93,402 shares
    Change vs previous 13F -1,334 shares

    0.21% of the 13F portfolio, value $9,016,077.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 94,736 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $9,089,877.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).