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Disclosery

Dakota Wealth Management: TAVI position timeline

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

Dakota Wealth Management held 19,500 TAVI 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 19,500 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $208,163.

    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 19,500 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $205,920.

    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 19,500 shares
    Change vs previous 13F -2,300 shares

    <0.01% of the 13F portfolio, value $203,385.

    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 21,800 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $225,630.

    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 21,800 shares
    Change vs previous 13F -1,500 shares

    <0.01% of the 13F portfolio, value $223,450.

    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 23,300 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $234,165.

    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).