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Disclosery

Dakota Wealth Management: VPL position timeline

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

Dakota Wealth Management held 13,150 VPL 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 13,150 shares
    Change vs previous 13F -95 shares

    0.03% of the 13F portfolio, value $1,521,316.

    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 13,245 shares
    Change vs previous 13F -411 shares

    0.03% of the 13F portfolio, value $1,294,427.

    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 13,656 shares
    Change vs previous 13F +655 shares

    0.02% of the 13F portfolio, value $1,234,496.

    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 13,001 shares
    Change vs previous 13F +350 shares

    0.02% of the 13F portfolio, value $1,142,002.

    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 12,651 shares
    Change vs previous 13F +1,310 shares

    0.02% of the 13F portfolio, value $1,039,653.

    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 11,341 shares
    Change vs previous 13F +580 shares

    0.02% of the 13F portfolio, value $821,764.

    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 10,761 shares
    Change vs previous 13F +960 shares

    0.02% of the 13F portfolio, value $764,457.

    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 9,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $768,295.

    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).