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Disclosery

Dakota Wealth Management: VIG position timeline

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

Dakota Wealth Management held 66,266 VIG 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 66,266 shares
    Change vs previous 13F -562 shares

    0.3% of the 13F portfolio, value $15,679,916.

    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 66,828 shares
    Change vs previous 13F +116 shares

    0.31% of the 13F portfolio, value $14,372,060.

    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 66,712 shares
    Change vs previous 13F +186 shares

    0.26% of the 13F portfolio, value $14,662,048.

    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 66,526 shares
    Change vs previous 13F -4,437 shares

    0.29% of the 13F portfolio, value $14,355,639.

    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 70,963 shares
    Change vs previous 13F +1,205 shares

    0.31% of the 13F portfolio, value $14,523,992.

    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 69,758 shares
    Change vs previous 13F -596 shares

    0.32% of the 13F portfolio, value $13,532,408.

    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 70,354 shares
    Change vs previous 13F +4,825 shares

    0.32% of the 13F portfolio, value $13,777,447.

    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 65,529 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $12,978,735.

    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).