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Disclosery

Dogwood Wealth Management LLC: AAPL position timeline

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

Dogwood Wealth Management LLC held 8,690 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,690 shares
    Change vs previous 13F -377 shares

    0.99% of the 13F portfolio, value $2,514,649.

    13F-HR 0002056922-26-000003 filed by Dogwood Wealth Management LLC
    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 9,067 shares
    Change vs previous 13F -1,151 shares

    1% of the 13F portfolio, value $2,301,033.

    13F-HR 0002056922-26-000002 filed by Dogwood Wealth Management LLC
    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 10,218 shares
    Change vs previous 13F -2,533 shares

    1.22% of the 13F portfolio, value $2,777,750.

    13F-HR 0002056922-26-000001 filed by Dogwood Wealth Management LLC
    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 12,751 shares
    Change vs previous 13F +74 shares

    1.48% of the 13F portfolio, value $3,246,700.

    13F-HR 0002056922-25-000011 filed by Dogwood Wealth Management LLC
    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 12,677 shares
    Change vs previous 13F +3,418 shares

    1.3% of the 13F portfolio, value $2,662,196.

    13F-HR 0002056922-25-000007 filed by Dogwood Wealth Management LLC
    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 9,259 shares
    Change vs previous 13F +1,101 shares

    1.08% of the 13F portfolio, value $2,056,677.

    13F-HR 0002056922-25-000006 filed by Dogwood Wealth Management LLC
    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 8,158 shares
    Change vs previous 13F +518 shares

    1.08% of the 13F portfolio, value $2,042,925.

    13F-HR 0002056922-25-000005 filed by Dogwood Wealth Management LLC
    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 7,640 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,780,192.

    13F-HR 0002056922-25-000003 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).