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Disclosery

Dakota Wealth Management: VTRS position timeline

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

Dakota Wealth Management held 14,151 VTRS 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 14,151 shares
    Change vs previous 13F -10,816 shares

    <0.01% of the 13F portfolio, value $224,719.

    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 24,967 shares
    Change vs previous 13F +9,805 shares

    0.01% of the 13F portfolio, value $337,304.

    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 15,162 shares
    Change vs previous 13F -6,305 shares

    <0.01% of the 13F portfolio, value $188,770.

    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 21,467 shares
    Change vs previous 13F -6,028 shares

    <0.01% of the 13F portfolio, value $212,524.

    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 27,495 shares
    Change vs previous 13F -9,623 shares

    0.01% of the 13F portfolio, value $245,531.

    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 37,118 shares
    Change vs previous 13F -6,744 shares

    0.01% of the 13F portfolio, value $323,298.

    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 43,862 shares
    Change vs previous 13F -5,801 shares

    0.01% of the 13F portfolio, value $546,083.

    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 49,663 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $576,588.

    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).