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Disclosery

Dakota Wealth Management: VOT position timeline

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

Dakota Wealth Management held 79,232 VOT 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 79,232 shares
    Change vs previous 13F -18,454 shares

    0.46% of the 13F portfolio, value $24,268,787.

    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 97,686 shares
    Change vs previous 13F +5,099 shares

    0.54% of the 13F portfolio, value $25,139,411.

    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 92,587 shares
    Change vs previous 13F +6,129 shares

    0.46% of the 13F portfolio, value $25,844,636.

    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 86,458 shares
    Change vs previous 13F +770 shares

    0.51% of the 13F portfolio, value $25,401,167.

    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 85,688 shares
    Change vs previous 13F +5,883 shares

    0.51% of the 13F portfolio, value $24,369,532.

    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 79,805 shares
    Change vs previous 13F +2,705 shares

    0.46% of the 13F portfolio, value $19,523,484.

    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 77,100 shares
    Change vs previous 13F +5,420 shares

    0.45% of the 13F portfolio, value $19,564,113.

    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 71,680 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $17,451,867.

    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).