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Dakota Wealth Management: VXF position timeline

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

Dakota Wealth Management held 19,049 VXF 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 19,049 shares
    Change vs previous 13F -199 shares

    0.09% of the 13F portfolio, value $4,690,055.

    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 19,248 shares
    Change vs previous 13F -580 shares

    0.09% of the 13F portfolio, value $3,961,239.

    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 19,828 shares
    Change vs previous 13F +813 shares

    0.07% of the 13F portfolio, value $4,146,432.

    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 19,015 shares
    Change vs previous 13F -5,836 shares

    0.08% of the 13F portfolio, value $3,980,601.

    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 24,851 shares
    Change vs previous 13F -28,708 shares

    0.1% of the 13F portfolio, value $4,789,011.

    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 53,559 shares
    Change vs previous 13F -1,182 shares

    0.22% of the 13F portfolio, value $9,226,117.

    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 54,741 shares
    Change vs previous 13F -1,977 shares

    0.24% of the 13F portfolio, value $10,399,711.

    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 56,718 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,322,073.

    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).