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Disclosery

Dakota Wealth Management: VRT position timeline

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

Dakota Wealth Management held 45,914 VRT 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 45,914 shares
    Change vs previous 13F +11,689 shares

    0.29% of the 13F portfolio, value $15,372,766.

    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 34,225 shares
    Change vs previous 13F -6,692 shares

    0.19% of the 13F portfolio, value $8,576,056.

    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 40,917 shares
    Change vs previous 13F -550 shares

    0.12% of the 13F portfolio, value $6,628,897.

    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 41,467 shares
    Change vs previous 13F +36,608 shares

    0.13% of the 13F portfolio, value $6,255,741.

    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 4,859 shares
    Change vs previous 13F -35,220 shares

    0.01% of the 13F portfolio, value $623,946.

    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 40,079 shares
    Change vs previous 13F +8,048 shares

    0.07% of the 13F portfolio, value $2,893,711.

    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 32,031 shares
    Change vs previous 13F -9,161 shares

    0.08% of the 13F portfolio, value $3,639,043.

    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 41,192 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,098,193.

    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).