Skip to content
Disclosery

Dakota Wealth Management: VTR position timeline

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

Dakota Wealth Management held 21,287 VTR 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 21,287 shares
    Change vs previous 13F -615 shares

    0.04% of the 13F portfolio, value $1,890,286.

    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 21,902 shares
    Change vs previous 13F -16,951 shares

    0.04% of the 13F portfolio, value $1,791,146.

    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 38,853 shares
    Change vs previous 13F +6,916 shares

    0.05% of the 13F portfolio, value $3,006,447.

    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 31,937 shares
    Change vs previous 13F +1,828 shares

    0.05% of the 13F portfolio, value $2,235,272.

    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 30,109 shares
    Change vs previous 13F +544 shares

    0.04% of the 13F portfolio, value $1,901,385.

    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 29,565 shares
    Change vs previous 13F +90 shares

    0.05% of the 13F portfolio, value $2,032,891.

    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 29,475 shares
    Change vs previous 13F -47 shares

    0.04% of the 13F portfolio, value $1,735,784.

    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 29,522 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,893,247.

    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).