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Disclosery

Dakota Wealth Management: SCHF position timeline

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

Dakota Wealth Management held 37,879 SCHF 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 37,879 shares
    Change vs previous 13F -1,747 shares

    0.02% of the 13F portfolio, value $1,049,254.

    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 39,626 shares
    Change vs previous 13F +1,570 shares

    0.02% of the 13F portfolio, value $980,747.

    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 38,056 shares
    Change vs previous 13F -969 shares

    0.02% of the 13F portfolio, value $914,870.

    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 39,025 shares
    Change vs previous 13F -62,414 shares

    0.02% of the 13F portfolio, value $908,501.

    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 101,439 shares
    Change vs previous 13F -30,328 shares

    0.05% of the 13F portfolio, value $2,241,806.

    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 131,767 shares
    Change vs previous 13F -26,215 shares

    0.06% of the 13F portfolio, value $2,606,358.

    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 157,982 shares
    Change vs previous 13F +73,968 shares

    0.07% of the 13F portfolio, value $2,922,668.

    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 84,014 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,454,667.

    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).