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Disclosery

Dakota Wealth Management: USMV position timeline

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

Dakota Wealth Management held 58,525 USMV 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 58,525 shares
    Change vs previous 13F -67 shares

    0.11% of the 13F portfolio, value $5,645,319.

    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 58,592 shares
    Change vs previous 13F -1,846 shares

    0.12% of the 13F portfolio, value $5,433,845.

    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 60,438 shares
    Change vs previous 13F +69 shares

    0.1% of the 13F portfolio, value $5,690,857.

    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 60,369 shares
    Change vs previous 13F -5,733 shares

    0.12% of the 13F portfolio, value $5,743,521.

    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 66,102 shares
    Change vs previous 13F -1,793 shares

    0.13% of the 13F portfolio, value $6,205,004.

    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 67,895 shares
    Change vs previous 13F -2,446 shares

    0.15% of the 13F portfolio, value $6,359,041.

    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 70,341 shares
    Change vs previous 13F +830 shares

    0.14% of the 13F portfolio, value $6,245,580.

    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 69,511 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,347,057.

    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).