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Disclosery

Dakota Wealth Management: VPU position timeline

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

Dakota Wealth Management held 23,185 VPU 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 23,185 shares
    Change vs previous 13F -3,287 shares

    0.09% of the 13F portfolio, value $4,538,063.

    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 26,472 shares
    Change vs previous 13F -332 shares

    0.11% of the 13F portfolio, value $5,245,240.

    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 26,804 shares
    Change vs previous 13F -533 shares

    0.09% of the 13F portfolio, value $4,959,885.

    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 27,337 shares
    Change vs previous 13F +865 shares

    0.1% of the 13F portfolio, value $5,177,976.

    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 26,472 shares
    Change vs previous 13F -1,596 shares

    0.1% of the 13F portfolio, value $4,672,643.

    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 28,068 shares
    Change vs previous 13F -627 shares

    0.11% of the 13F portfolio, value $4,794,247.

    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 28,695 shares
    Change vs previous 13F -692 shares

    0.11% of the 13F portfolio, value $4,689,344.

    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 29,387 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,117,071.

    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).