Dogwood Wealth Management LLC: AGG position timeline

Dogwood Wealth Management LLC held 2,325 AGG 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 2,325 shares

   Change vs previous 13F -2,143 shares

   0.09% of the 13F portfolio, value $230,128.

   13F-HR 0002056922-26-000003 filed by Dogwood Wealth Management LLC
   Filed 2026-07-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,468 shares

   Change vs previous 13F +1,033 shares

   0.19% of the 13F portfolio, value $443,538.

   13F-HR 0002056922-26-000002 filed by Dogwood Wealth Management LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,435 shares

   Change vs previous 13F +165 shares

   0.15% of the 13F portfolio, value $343,088.

   13F-HR 0002056922-26-000001 filed by Dogwood Wealth Management LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,270 shares

   Change vs previous 13F +3,079 shares

   0.15% of the 13F portfolio, value $327,818.

   13F-HR 0002056922-25-000011 filed by Dogwood Wealth Management LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 191 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $18,733.

   13F-HR 0002056922-25-000007 filed by Dogwood Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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