Dakota Wealth Management
Position in BLV — VANGUARD LONG-TERM BOND INDEX FUND
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in BLV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BLV | $2,359,841 | 34,310 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 BLV | $2,276,015 | 32,739 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 BLV | $1,890,278 | 26,680 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 BLV | $1,100,818 | 15,830 | Shares | Defined | 2025-07-16 | |
| 2022-09-30 BLV | $2,093,385 | 29,095 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 BLV | $1,589,616 | 19,940 | Shares | Other | 2022-08-05 | |
| 2022-03-31 BLV | $1,839,300 | 20,060 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 BLV | $2,113,462 | 20,535 | Shares | Other | 2022-02-10 | |
| 2021-09-30 BLV | $1,918,175 | 18,745 | Shares | Other | 2021-11-15 | |
| 2021-06-30 BLV | $1,798,903 | 17,460 | Shares | Other | 2021-08-02 | |
| 2021-03-31 BLV | $1,062,856 | 10,830 | Shares | Other | 2021-05-10 | |
| 2020-12-31 BLV | $497,217 | 4,535 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||