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Dakota Wealth Management: VTEB position timeline

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

Dakota Wealth Management held 50,923 VTEB 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 50,923 shares
    Change vs previous 13F -19,076 shares

    0.05% of the 13F portfolio, value $2,575,702.

    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 69,999 shares
    Change vs previous 13F +970 shares

    0.08% of the 13F portfolio, value $3,492,238.

    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 69,029 shares
    Change vs previous 13F +60,248 shares

    0.06% of the 13F portfolio, value $3,471,446.

    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 8,781 shares
    Change vs previous 13F +2,518 shares

    0.01% of the 13F portfolio, value $439,677.

    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 6,263 shares
    Change vs previous 13F +338 shares

    0.01% of the 13F portfolio, value $307,075.

    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 5,925 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $293,999.

    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 5,925 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $297,021.

    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 5,925 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $302,886.

    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).