Skip to content
Disclosery

Dakota Wealth Management: VSS position timeline

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

Dakota Wealth Management held 2,064 VSS 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 2,064 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $318,455.

    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 2,064 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $300,911.

    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 2,064 shares
    Change vs previous 13F +480 shares

    0.01% of the 13F portfolio, value $295,834.

    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 1,584 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $225,800.

    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 1,584 shares
    Change vs previous 13F +1,584 shares

    <0.01% of the 13F portfolio, value $212,874.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,631 shares

    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).

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

  7. period ended2024-09-30
    13F 1,631 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,441.

    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).