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Disclosery

Dakota Wealth Management: VRSK position timeline

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

Dakota Wealth Management held 0 VRSK shares at 2025-12-31 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -4,234 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F/A 4,234 shares
    Change vs previous 13F -17,511 shares

    0.02% of the 13F portfolio, value $1,064,866.

    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).

  3. period ended2025-06-30
    13F 21,745 shares
    Change vs previous 13F +4,206 shares

    0.14% of the 13F portfolio, value $6,773,602.

    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).

  4. period ended2025-03-31
    13F 17,539 shares
    Change vs previous 13F +15,553 shares

    0.12% of the 13F portfolio, value $5,220,065.

    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).

  5. period ended2024-12-31
    13F 1,986 shares
    Change vs previous 13F -261 shares

    0.01% of the 13F portfolio, value $547,005.

    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).

  6. period ended2024-09-30
    13F 2,247 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $602,107.

    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).