Skip to content
Disclosery

Dakota Wealth Management: VO position timeline

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

Dakota Wealth Management held 130,624 VO 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 130,624 shares
    Change vs previous 13F +97,356 shares

    0.2% of the 13F portfolio, value $10,524,364.

    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 33,268 shares
    Change vs previous 13F -117 shares

    0.21% of the 13F portfolio, value $9,553,979.

    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 33,385 shares
    Change vs previous 13F +23,720 shares

    0.17% of the 13F portfolio, value $9,689,116.

    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 9,665 shares
    Change vs previous 13F -443 shares

    0.06% of the 13F portfolio, value $2,838,993.

    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 10,108 shares
    Change vs previous 13F -20,065 shares

    0.06% of the 13F portfolio, value $2,828,653.

    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 30,173 shares
    Change vs previous 13F -364 shares

    0.18% of the 13F portfolio, value $7,803,319.

    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 30,537 shares
    Change vs previous 13F +949 shares

    0.19% of the 13F portfolio, value $8,065,662.

    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 29,588 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,806,292.

    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).