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Disclosery

Dakota Wealth Management: IVV position timeline

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

Dakota Wealth Management held 270,046 IVV 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 270,046 shares
    Change vs previous 13F +1,322 shares

    3.87% of the 13F portfolio, value $202,235,022.

    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 268,724 shares
    Change vs previous 13F -5,050 shares

    3.8% of the 13F portfolio, value $175,533,292.

    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 273,774 shares
    Change vs previous 13F +7,833 shares

    3.33% of the 13F portfolio, value $187,518,439.

    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 265,941 shares
    Change vs previous 13F -3,724 shares

    3.59% of the 13F portfolio, value $177,994,397.

    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 269,665 shares
    Change vs previous 13F -2,915 shares

    3.53% of the 13F portfolio, value $167,435,050.

    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 272,580 shares
    Change vs previous 13F +285 shares

    3.59% of the 13F portfolio, value $153,162,677.

    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 272,295 shares
    Change vs previous 13F +624 shares

    3.69% of the 13F portfolio, value $160,294,728.

    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 271,671 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $156,705,455.

    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).