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Disclosery

Dakota Wealth Management: VWO position timeline

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

Dakota Wealth Management held 39,866 VWO 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 39,866 shares
    Change vs previous 13F -2,851 shares

    0.05% of the 13F portfolio, value $2,379,621.

    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 42,717 shares
    Change vs previous 13F -545 shares

    0.05% of the 13F portfolio, value $2,308,855.

    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 43,262 shares
    Change vs previous 13F +3,701 shares

    0.04% of the 13F portfolio, value $2,325,766.

    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 39,561 shares
    Change vs previous 13F +84 shares

    0.04% of the 13F portfolio, value $2,143,416.

    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 39,477 shares
    Change vs previous 13F -121 shares

    0.04% of the 13F portfolio, value $1,952,544.

    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 39,598 shares
    Change vs previous 13F -274 shares

    0.04% of the 13F portfolio, value $1,792,215.

    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 39,872 shares
    Change vs previous 13F +6,390 shares

    0.04% of the 13F portfolio, value $1,756,007.

    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 33,482 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,602,132.

    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).