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Disclosery

Dakota Wealth Management: DVY position timeline

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

Dakota Wealth Management held 9,051 DVY 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 9,051 shares
    Change vs previous 13F -258 shares

    0.03% of the 13F portfolio, value $1,414,644.

    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 9,309 shares
    Change vs previous 13F +243 shares

    0.03% of the 13F portfolio, value $1,409,449.

    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 9,066 shares
    Change vs previous 13F +832 shares

    0.02% of the 13F portfolio, value $1,279,551.

    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 8,234 shares
    Change vs previous 13F -710 shares

    0.02% of the 13F portfolio, value $1,170,052.

    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 8,944 shares
    Change vs previous 13F -1,015 shares

    0.03% of the 13F portfolio, value $1,187,853.

    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 9,959 shares
    Change vs previous 13F -7,803 shares

    0.03% of the 13F portfolio, value $1,337,395.

    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 17,762 shares
    Change vs previous 13F +7,766 shares

    0.05% of the 13F portfolio, value $2,331,973.

    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 9,996 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,350,160.

    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).