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Disclosery

Dakota Wealth Management: SCHO position timeline

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

Dakota Wealth Management held 73,100 SCHO 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 73,100 shares
    Change vs previous 13F -53,313 shares

    0.03% of the 13F portfolio, value $1,764,634.

    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 126,413 shares
    Change vs previous 13F -9,537 shares

    0.07% of the 13F portfolio, value $3,068,044.

    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 135,950 shares
    Change vs previous 13F +42,155 shares

    0.06% of the 13F portfolio, value $3,313,102.

    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 93,795 shares
    Change vs previous 13F -87,246 shares

    0.05% of the 13F portfolio, value $2,288,587.

    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 181,041 shares
    Change vs previous 13F -134,370 shares

    0.09% of the 13F portfolio, value $4,413,781.

    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 315,411 shares
    Change vs previous 13F -22,379 shares

    0.18% of the 13F portfolio, value $7,677,101.

    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 337,790 shares
    Change vs previous 13F +154,224 shares

    0.19% of the 13F portfolio, value $8,127,222.

    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 183,566 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,991,086.

    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).