Dakota Wealth Management
Position in DVY — iShares Select Dividend ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in DVY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DVY | $1,409,475 | 9,309 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 DVY | $1,279,575 | 9,066 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 DVY | $1,170,051 | 8,234 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 DVY | $1,187,852 | 8,944 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 DVY | $1,337,394 | 9,959 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 DVY | $2,331,972 | 17,762 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 DVY | $1,350,159 | 9,996 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 DVY | $1,226,858 | 10,141 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 DVY | $1,151,856 | 9,351 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 DVY | $876,336 | 7,476 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 DVY | $851,001 | 7,906 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 DVY | $788,907 | 6,963 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 DVY | $792,488 | 6,763 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 DVY | $839,737 | 6,963 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 DVY | $746,572 | 6,963 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||