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Disclosery

Dakota Wealth Management: VTES position timeline

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

Dakota Wealth Management held 41,779 VTES 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 41,779 shares
    Change vs previous 13F -500 shares

    0.08% of the 13F portfolio, value $4,232,631.

    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 42,279 shares
    Change vs previous 13F -1,800 shares

    0.09% of the 13F portfolio, value $4,276,099.

    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 44,079 shares
    Change vs previous 13F +9,129 shares

    0.08% of the 13F portfolio, value $4,477,326.

    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 34,950 shares
    Change vs previous 13F +5,750 shares

    0.07% of the 13F portfolio, value $3,562,280.

    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 29,200 shares
    Change vs previous 13F +13,000 shares

    0.06% of the 13F portfolio, value $2,947,156.

    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 16,200 shares
    Change vs previous 13F +9,100 shares

    0.04% of the 13F portfolio, value $1,628,262.

    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 7,100 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $711,775.

    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).