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Dakota Wealth Management: ITOT position timeline

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

Dakota Wealth Management held 39,039 ITOT 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 39,039 shares
    Change vs previous 13F -2,767 shares

    0.12% of the 13F portfolio, value $6,412,861.

    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 41,806 shares
    Change vs previous 13F -989 shares

    0.13% of the 13F portfolio, value $5,954,419.

    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 42,795 shares
    Change vs previous 13F +355 shares

    0.11% of the 13F portfolio, value $6,363,212.

    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 42,440 shares
    Change vs previous 13F +10,360 shares

    0.12% of the 13F portfolio, value $6,181,428.

    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 32,080 shares
    Change vs previous 13F -7,816 shares

    0.09% of the 13F portfolio, value $4,332,056.

    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 39,896 shares
    Change vs previous 13F +620 shares

    0.11% of the 13F portfolio, value $4,867,753.

    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 39,276 shares
    Change vs previous 13F +3,539 shares

    0.12% of the 13F portfolio, value $5,051,724.

    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 35,737 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,489,300.

    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).