Skip to content
Disclosery

Dakota Wealth Management: SCHB position timeline

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

Dakota Wealth Management held 143,620 SCHB 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 143,620 shares
    Change vs previous 13F -7,018 shares

    0.08% of the 13F portfolio, value $4,159,241.

    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 150,638 shares
    Change vs previous 13F -362 shares

    0.08% of the 13F portfolio, value $3,781,016.

    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 151,000 shares
    Change vs previous 13F +132,367 shares

    0.07% of the 13F portfolio, value $3,960,732.

    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 18,633 shares
    Change vs previous 13F -1,680 shares

    0.01% of the 13F portfolio, value $479,055.

    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 20,313 shares
    Change vs previous 13F -1,302 shares

    0.01% of the 13F portfolio, value $484,059.

    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 21,615 shares
    Change vs previous 13F -435 shares

    0.01% of the 13F portfolio, value $465,371.

    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 22,050 shares
    Change vs previous 13F +14,164 shares

    0.01% of the 13F portfolio, value $500,535.

    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 7,886 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $524,577.

    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).