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Disclosery

Dogwood Wealth Management LLC: ADI position timeline

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

Dogwood Wealth Management LLC held 77 ADI 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 77 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $30,582.

    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 75 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $23,860.

    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 34 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,221.

    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 34 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $8,282.

    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 54 shares
    Change vs previous 13F -3,278 shares

    0.01% of the 13F portfolio, value $13,166.

    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 3,332 shares
    Change vs previous 13F +251 shares

    0.35% of the 13F portfolio, value $671,896.

    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 3,081 shares
    Change vs previous 13F +166 shares

    0.35% of the 13F portfolio, value $654,640.

    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 2,915 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $670,840.

    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).