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Disclosery

Dakota Wealth Management: NUV position timeline

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

Dakota Wealth Management held 12,300 NUV 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 12,300 shares
    Change vs previous 13F -3,600 shares

    <0.01% of the 13F portfolio, value $113,670.

    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 15,900 shares
    Change vs previous 13F +2,934 shares

    <0.01% of the 13F portfolio, value $143,205.

    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 12,966 shares
    Change vs previous 13F +2,567 shares

    <0.01% of the 13F portfolio, value $117,472.

    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 10,399 shares
    Change vs previous 13F -5,134 shares

    <0.01% of the 13F portfolio, value $93,680.

    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 15,533 shares
    Change vs previous 13F -5,591 shares

    <0.01% of the 13F portfolio, value $135,476.

    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 21,124 shares
    Change vs previous 13F -7,000 shares

    <0.01% of the 13F portfolio, value $185,893.

    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 28,124 shares
    Change vs previous 13F -3,983 shares

    0.01% of the 13F portfolio, value $241,586.

    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 32,107 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $290,667.

    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).