Dogwood Wealth Management LLC: DAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dogwood Wealth Management LLC on DAL, newest first. How the timeline and the estimate are built.
Dogwood Wealth Management LLC held 87 DAL shares at 2026-06-30 per its 13F-HR filed 2026-07-06.
the latest 13F is the newest step
- period ended2026-06-3013F 87 sharesChange vs previous 13F +51 shares
<0.01% of the 13F portfolio, value $8,148.
13F-HR 0002056922-26-000003 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36 sharesChange vs previous 13F +22 shares
<0.01% of the 13F portfolio, value $2,393.
13F-HR 0002056922-26-000002 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14 sharesChange vs previous 13F +11 shares
<0.01% of the 13F portfolio, value $972.
13F-HR 0002056922-26-000001 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $170.
13F-HR 0002056922-25-000011 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -47 shares
13F-HR 0002056922-25-000007 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 47 sharesChange vs previous 13F +47 shares
<0.01% of the 13F portfolio, value $2,049.
13F-HR 0002056922-25-000006 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F 0 shares
13F-HR 0002056922-25-000005 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $4.
13F-HR 0002056922-25-000003 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).