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Disclosery

Dakota Wealth Management: IVE position timeline

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

Dakota Wealth Management held 1,174 IVE 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 1,174 shares
    Change vs previous 13F +181 shares

    0.01% of the 13F portfolio, value $266,491.

    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 993 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $209,672.

    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 980 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $207,829.

    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 978 shares
    Change vs previous 13F -999 shares

    <0.01% of the 13F portfolio, value $201,967.

    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 1,977 shares
    Change vs previous 13F -327 shares

    0.01% of the 13F portfolio, value $386,346.

    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 2,304 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $439,097.

    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 2,228 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $425,281.

    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 2,229 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $439,494.

    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).