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Disclosery

Dakota Wealth Management: SPYV position timeline

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

Dakota Wealth Management held 1,367,223 SPYV 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 1,367,223 shares
    Change vs previous 13F +221,687 shares

    1.59% of the 13F portfolio, value $83,113,469.

    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 1,145,536 shares
    Change vs previous 13F +457,007 shares

    1.4% of the 13F portfolio, value $64,814,450.

    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 688,529 shares
    Change vs previous 13F +59,884 shares

    0.7% of the 13F portfolio, value $39,115,357.

    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 628,645 shares
    Change vs previous 13F -6,913 shares

    0.7% of the 13F portfolio, value $34,782,932.

    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 635,558 shares
    Change vs previous 13F +178,758 shares

    0.7% of the 13F portfolio, value $33,265,130.

    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 456,800 shares
    Change vs previous 13F -33,027 shares

    0.55% of the 13F portfolio, value $23,328,771.

    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 489,827 shares
    Change vs previous 13F +34,855 shares

    0.58% of the 13F portfolio, value $25,049,754.

    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 454,972 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $24,049,824.

    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).