Skip to content
Disclosery

Dogwood Wealth Management LLC: AVEM position timeline

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

Dogwood Wealth Management LLC held 19,644 AVEM 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 19,644 shares
    Change vs previous 13F -1,630 shares

    0.75% of the 13F portfolio, value $1,895,486.

    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 21,274 shares
    Change vs previous 13F -136 shares

    0.74% of the 13F portfolio, value $1,714,245.

    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 21,410 shares
    Change vs previous 13F -1,288 shares

    0.73% of the 13F portfolio, value $1,649,026.

    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 22,698 shares
    Change vs previous 13F -615 shares

    0.78% of the 13F portfolio, value $1,704,857.

    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 23,313 shares
    Change vs previous 13F -2,341 shares

    0.78% of the 13F portfolio, value $1,603,729.

    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 25,654 shares
    Change vs previous 13F -537 shares

    0.81% of the 13F portfolio, value $1,543,613.

    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 26,191 shares
    Change vs previous 13F -746 shares

    0.81% of the 13F portfolio, value $1,539,786.

    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 26,937 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,740,112.

    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).