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Dakota Wealth Management: SCHV position timeline

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

Dakota Wealth Management held 169,158 SCHV 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 169,158 shares
    Change vs previous 13F +8,030 shares

    0.11% of the 13F portfolio, value $5,888,396.

    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 161,128 shares
    Change vs previous 13F +763 shares

    0.11% of the 13F portfolio, value $4,914,391.

    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 160,365 shares
    Change vs previous 13F +2,452 shares

    0.08% of the 13F portfolio, value $4,748,409.

    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 157,913 shares
    Change vs previous 13F +849 shares

    0.09% of the 13F portfolio, value $4,596,846.

    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 157,064 shares
    Change vs previous 13F -22,338 shares

    0.09% of the 13F portfolio, value $4,345,947.

    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 179,402 shares
    Change vs previous 13F +11,990 shares

    0.11% of the 13F portfolio, value $4,768,515.

    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 167,412 shares
    Change vs previous 13F +114,118 shares

    0.1% of the 13F portfolio, value $4,364,437.

    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 53,294 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,283,214.

    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).