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Disclosery

Dakota Wealth Management: VOO position timeline

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

Dakota Wealth Management held 17,295 VOO 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 17,295 shares
    Change vs previous 13F +788 shares

    0.23% of the 13F portfolio, value $11,878,624.

    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 16,507 shares
    Change vs previous 13F +124 shares

    0.21% of the 13F portfolio, value $9,863,645.

    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 16,383 shares
    Change vs previous 13F +987 shares

    0.18% of the 13F portfolio, value $10,274,399.

    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 15,396 shares
    Change vs previous 13F -2,413 shares

    0.19% of the 13F portfolio, value $9,428,282.

    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 17,809 shares
    Change vs previous 13F -218 shares

    0.21% of the 13F portfolio, value $10,116,339.

    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 18,027 shares
    Change vs previous 13F +37 shares

    0.22% of the 13F portfolio, value $9,264,458.

    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 17,990 shares
    Change vs previous 13F +1,558 shares

    0.22% of the 13F portfolio, value $9,693,393.

    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 16,432 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,670,896.

    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).