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Disclosery

Dakota Wealth Management: VTV position timeline

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

Dakota Wealth Management held 139,506 VTV 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 139,506 shares
    Change vs previous 13F -178 shares

    0.58% of the 13F portfolio, value $30,402,609.

    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 139,684 shares
    Change vs previous 13F -43,542 shares

    0.59% of the 13F portfolio, value $27,405,957.

    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 183,226 shares
    Change vs previous 13F +93,055 shares

    0.62% of the 13F portfolio, value $34,994,418.

    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 90,171 shares
    Change vs previous 13F -10,531 shares

    0.34% of the 13F portfolio, value $16,815,938.

    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 100,702 shares
    Change vs previous 13F -65,059 shares

    0.37% of the 13F portfolio, value $17,798,131.

    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 165,761 shares
    Change vs previous 13F -16,509 shares

    0.67% of the 13F portfolio, value $28,633,523.

    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 182,270 shares
    Change vs previous 13F -21,586 shares

    0.71% of the 13F portfolio, value $30,858,249.

    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 203,856 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $35,587,121.

    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).