Skip to content
Disclosery

Dakota Wealth Management: V position timeline

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

Dakota Wealth Management held 161,024 V 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 161,024 shares
    Change vs previous 13F +31,342 shares

    1.06% of the 13F portfolio, value $55,245,662.

    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 129,682 shares
    Change vs previous 13F -4,238 shares

    0.85% of the 13F portfolio, value $39,194,965.

    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 133,920 shares
    Change vs previous 13F -3,625 shares

    0.83% of the 13F portfolio, value $46,967,052.

    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 137,545 shares
    Change vs previous 13F -8,871 shares

    0.95% of the 13F portfolio, value $46,955,225.

    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 146,416 shares
    Change vs previous 13F +25,965 shares

    1.09% of the 13F portfolio, value $51,984,941.

    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 120,451 shares
    Change vs previous 13F +1,757 shares

    0.99% of the 13F portfolio, value $42,213,416.

    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 118,694 shares
    Change vs previous 13F +4,100 shares

    0.86% of the 13F portfolio, value $37,512,153.

    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 114,594 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $31,507,511.

    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).