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Disclosery

Dakota Wealth Management: VOE position timeline

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

Dakota Wealth Management held 2,214 VOE 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 2,214 shares
    Change vs previous 13F -1,270 shares

    0.01% of the 13F portfolio, value $437,473.

    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 3,484 shares
    Change vs previous 13F -2,741 shares

    0.01% of the 13F portfolio, value $642,049.

    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 6,225 shares
    Change vs previous 13F -17,187 shares

    0.02% of the 13F portfolio, value $1,104,110.

    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 23,412 shares
    Change vs previous 13F -1,632 shares

    0.08% of the 13F portfolio, value $4,087,264.

    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 25,044 shares
    Change vs previous 13F -1,209 shares

    0.09% of the 13F portfolio, value $4,118,767.

    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 26,253 shares
    Change vs previous 13F -3,673 shares

    0.1% of the 13F portfolio, value $4,214,695.

    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 29,926 shares
    Change vs previous 13F -5,146 shares

    0.11% of the 13F portfolio, value $4,841,205.

    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 35,072 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,880,525.

    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).