Position in VTRS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$224,717
-$112,587 QoQ
Shares Held
14,151
-43.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#544
of 1,016 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Dakota Wealth Management holds $4,078,334 across 5 Drug Manufacturers - Specialty & Generic names. VTRS ranks #4 (5.5% of the industry book) .
All Filings in VTRS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,717 | 14,151 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $337,304 | 24,967 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $188,766 | 15,162 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $212,523 | 21,467 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $245,530 | 27,495 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $323,297 | 37,118 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $546,081 | 43,862 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $576,587 | 49,663 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $528,725 | 49,739 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $641,918 | 53,762 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $537,796 | 49,658 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $494,597 | 50,162 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $534,388 | 53,546 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $1,577,958 | 164,029 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,188,970 | 196,673 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,748,635 | 205,239 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,782,956 | 265,803 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,234,261 | 205,355 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $208,429 | 15,405 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||