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Disclosery

Dakota Wealth Management: SCHG position timeline

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

Dakota Wealth Management held 173,660 SCHG 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 173,660 shares
    Change vs previous 13F -393 shares

    0.11% of the 13F portfolio, value $5,876,652.

    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 174,053 shares
    Change vs previous 13F +1,957 shares

    0.11% of the 13F portfolio, value $5,070,157.

    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 172,096 shares
    Change vs previous 13F -726 shares

    0.1% of the 13F portfolio, value $5,613,756.

    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 172,822 shares
    Change vs previous 13F -14,011 shares

    0.11% of the 13F portfolio, value $5,514,756.

    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 186,833 shares
    Change vs previous 13F -19,059 shares

    0.11% of the 13F portfolio, value $5,457,385.

    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 205,892 shares
    Change vs previous 13F -3,416 shares

    0.12% of the 13F portfolio, value $5,155,548.

    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 209,308 shares
    Change vs previous 13F +156,427 shares

    0.13% of the 13F portfolio, value $5,833,414.

    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 52,881 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,509,186.

    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).