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Disclosery

Dakota Wealth Management: DFSV position timeline

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

Dakota Wealth Management held 88,506 DFSV 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 88,506 shares
    Change vs previous 13F +7,700 shares

    0.07% of the 13F portfolio, value $3,433,148.

    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 80,806 shares
    Change vs previous 13F +15,237 shares

    0.06% of the 13F portfolio, value $2,831,443.

    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 65,569 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,156,565.

    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).