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Disclosery

Dakota Wealth Management: FISV position timeline

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

Dakota Wealth Management held 18,602 FISV 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 18,602 shares
    Change vs previous 13F +6,758 shares

    0.02% of the 13F portfolio, value $912,429.

    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 11,844 shares
    Change vs previous 13F +8,590 shares

    0.01% of the 13F portfolio, value $660,896.

    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 3,254 shares
    Change vs previous 13F -10,981 shares

    <0.01% of the 13F portfolio, value $218,572.

    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 14,235 shares
    Change vs previous 13F +1,669 shares

    0.04% of the 13F portfolio, value $1,835,319.

    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 12,566 shares
    Change vs previous 13F +999 shares

    0.05% of the 13F portfolio, value $2,166,505.

    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 11,567 shares
    Change vs previous 13F -1,422 shares

    0.06% of the 13F portfolio, value $2,554,341.

    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 12,989 shares
    Change vs previous 13F +375 shares

    0.06% of the 13F portfolio, value $2,668,201.

    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 12,614 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,266,106.

    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).