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Disclosery

Dakota Wealth Management: BLV position timeline

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

Dakota Wealth Management held 35,180 BLV 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 35,180 shares
    Change vs previous 13F +870 shares

    0.05% of the 13F portfolio, value $2,424,959.

    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 34,310 shares
    Change vs previous 13F +1,571 shares

    0.05% of the 13F portfolio, value $2,359,843.

    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 32,739 shares
    Change vs previous 13F +6,059 shares

    0.04% of the 13F portfolio, value $2,276,017.

    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 26,680 shares
    Change vs previous 13F +10,850 shares

    0.04% of the 13F portfolio, value $1,890,278.

    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 15,830 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,100,819.

    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).