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Disclosery

Dakota Wealth Management: SCHE position timeline

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

Dakota Wealth Management held 72,317 SCHE 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 72,317 shares
    Change vs previous 13F -25,736 shares

    0.05% of the 13F portfolio, value $2,622,215.

    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 98,053 shares
    Change vs previous 13F -6,012 shares

    0.07% of the 13F portfolio, value $3,230,847.

    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 104,065 shares
    Change vs previous 13F +10,808 shares

    0.06% of the 13F portfolio, value $3,408,129.

    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 93,257 shares
    Change vs previous 13F +10,055 shares

    0.06% of the 13F portfolio, value $3,111,987.

    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 83,202 shares
    Change vs previous 13F +33,161 shares

    0.05% of the 13F portfolio, value $2,507,705.

    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 50,041 shares
    Change vs previous 13F -1,504 shares

    0.03% of the 13F portfolio, value $1,379,627.

    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 51,545 shares
    Change vs previous 13F -1,545 shares

    0.03% of the 13F portfolio, value $1,372,653.

    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 53,090 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,549,153.

    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).