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Disclosery

Dakota Wealth Management: SCHA position timeline

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

Dakota Wealth Management held 64,015 SCHA 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 64,015 shares
    Change vs previous 13F -933 shares

    0.04% of the 13F portfolio, value $2,312,865.

    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 64,948 shares
    Change vs previous 13F -2,224 shares

    0.04% of the 13F portfolio, value $1,888,683.

    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 67,172 shares
    Change vs previous 13F +1,783 shares

    0.03% of the 13F portfolio, value $1,913,064.

    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 65,389 shares
    Change vs previous 13F -3,602 shares

    0.04% of the 13F portfolio, value $1,824,364.

    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 68,991 shares
    Change vs previous 13F -8,083 shares

    0.04% of the 13F portfolio, value $1,745,469.

    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 77,074 shares
    Change vs previous 13F -7,525 shares

    0.04% of the 13F portfolio, value $1,805,833.

    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 84,599 shares
    Change vs previous 13F +43,007 shares

    0.05% of the 13F portfolio, value $2,187,731.

    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 41,592 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,141,979.

    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).