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Disclosery

Dogwood Wealth Management LLC: BIL position timeline

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

Dogwood Wealth Management LLC held 15,608 BIL 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 15,608 shares
    Change vs previous 13F +1,401 shares

    0.56% of the 13F portfolio, value $1,430,278.

    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 14,207 shares
    Change vs previous 13F +1,526 shares

    0.57% of the 13F portfolio, value $1,301,965.

    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 12,681 shares
    Change vs previous 13F +2,245 shares

    0.51% of the 13F portfolio, value $1,158,815.

    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 10,436 shares
    Change vs previous 13F +1,354 shares

    0.44% of the 13F portfolio, value $957,503.

    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 9,082 shares
    Change vs previous 13F +2,778 shares

    0.41% of the 13F portfolio, value $831,065.

    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 6,304 shares
    Change vs previous 13F +5,201 shares

    0.3% of the 13F portfolio, value $578,276.

    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 1,103 shares
    Change vs previous 13F -2,390 shares

    0.05% of the 13F portfolio, value $100,825.

    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 3,493 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $320,712.

    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).