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Disclosery

Dakota Wealth Management: VZ position timeline

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

Dakota Wealth Management held 190,928 VZ 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 190,928 shares
    Change vs previous 13F -4,459 shares

    0.15% of the 13F portfolio, value $8,083,883.

    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 195,387 shares
    Change vs previous 13F +17,146 shares

    0.21% of the 13F portfolio, value $9,808,433.

    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 178,241 shares
    Change vs previous 13F +15,629 shares

    0.13% of the 13F portfolio, value $7,259,751.

    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 162,612 shares
    Change vs previous 13F -7,345 shares

    0.14% of the 13F portfolio, value $7,146,811.

    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 169,957 shares
    Change vs previous 13F +17,286 shares

    0.15% of the 13F portfolio, value $7,354,039.

    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 152,671 shares
    Change vs previous 13F -6,363 shares

    0.16% of the 13F portfolio, value $6,925,160.

    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 159,034 shares
    Change vs previous 13F -20,033 shares

    0.15% of the 13F portfolio, value $6,359,758.

    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 179,067 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $8,041,903.

    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).