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Disclosery

Dakota Wealth Management: VB position timeline

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

Dakota Wealth Management held 48,621 VB 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 48,621 shares
    Change vs previous 13F -123 shares

    0.28% of the 13F portfolio, value $14,737,904.

    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 48,744 shares
    Change vs previous 13F -1,479 shares

    0.28% of the 13F portfolio, value $12,767,099.

    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 50,223 shares
    Change vs previous 13F +36,771 shares

    0.23% of the 13F portfolio, value $12,955,074.

    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 13,452 shares
    Change vs previous 13F -630 shares

    0.07% of the 13F portfolio, value $3,420,666.

    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 14,082 shares
    Change vs previous 13F -105 shares

    0.07% of the 13F portfolio, value $3,337,184.

    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 14,187 shares
    Change vs previous 13F +197 shares

    0.07% of the 13F portfolio, value $3,145,920.

    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 13,990 shares
    Change vs previous 13F -273 shares

    0.08% of the 13F portfolio, value $3,361,462.

    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 14,263 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,383,225.

    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).