Skip to content
Disclosery

Dakota Wealth Management: VNQ position timeline

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

Dakota Wealth Management held 21,215 VNQ 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 21,215 shares
    Change vs previous 13F -3,886 shares

    0.04% of the 13F portfolio, value $2,045,719.

    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 25,101 shares
    Change vs previous 13F -269 shares

    0.05% of the 13F portfolio, value $2,226,419.

    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 25,370 shares
    Change vs previous 13F +1,300 shares

    0.04% of the 13F portfolio, value $2,244,951.

    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 24,070 shares
    Change vs previous 13F +1,611 shares

    0.04% of the 13F portfolio, value $2,200,438.

    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 22,459 shares
    Change vs previous 13F -20,546 shares

    0.04% of the 13F portfolio, value $2,000,247.

    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 43,005 shares
    Change vs previous 13F -873 shares

    0.09% of the 13F portfolio, value $3,893,643.

    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 43,878 shares
    Change vs previous 13F -424 shares

    0.09% of the 13F portfolio, value $3,908,612.

    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 44,302 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,315,861.

    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).