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Disclosery

Dakota Wealth Management: VGT position timeline

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

Dakota Wealth Management held 47,865 VGT 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 47,865 shares
    Change vs previous 13F +41,837 shares

    0.11% of the 13F portfolio, value $5,720,865.

    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 6,028 shares
    Change vs previous 13F -843 shares

    0.09% of the 13F portfolio, value $4,206,097.

    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 6,871 shares
    Change vs previous 13F -670 shares

    0.09% of the 13F portfolio, value $5,179,399.

    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 7,541 shares
    Change vs previous 13F +1,099 shares

    0.11% of the 13F portfolio, value $5,630,433.

    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 6,442 shares
    Change vs previous 13F +395 shares

    0.09% of the 13F portfolio, value $4,272,870.

    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 6,047 shares
    Change vs previous 13F -267 shares

    0.08% of the 13F portfolio, value $3,279,715.

    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 6,314 shares
    Change vs previous 13F +889 shares

    0.09% of the 13F portfolio, value $3,925,894.

    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 5,425 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,182,164.

    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).