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Disclosery

Dakota Wealth Management: XLV position timeline

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

Dakota Wealth Management held 113,091 XLV 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 113,091 shares
    Change vs previous 13F +1,365 shares

    0.34% of the 13F portfolio, value $17,943,005.

    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 111,726 shares
    Change vs previous 13F +8,750 shares

    0.35% of the 13F portfolio, value $16,380,125.

    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 102,976 shares
    Change vs previous 13F +16,249 shares

    0.28% of the 13F portfolio, value $15,940,675.

    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 86,727 shares
    Change vs previous 13F -8,396 shares

    0.24% of the 13F portfolio, value $12,069,853.

    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 95,123 shares
    Change vs previous 13F -2,232 shares

    0.27% of the 13F portfolio, value $12,821,686.

    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 97,355 shares
    Change vs previous 13F +4,416 shares

    0.33% of the 13F portfolio, value $14,214,817.

    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 92,939 shares
    Change vs previous 13F -5,503 shares

    0.29% of the 13F portfolio, value $12,785,614.

    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 98,442 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $15,162,089.

    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).