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Disclosery

Dogwood Wealth Management LLC: FBND position timeline

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

Dogwood Wealth Management LLC held 449,753 FBND 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 449,753 shares
    Change vs previous 13F +41,444 shares

    8.08% of the 13F portfolio, value $20,459,286.

    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 408,309 shares
    Change vs previous 13F +32,640 shares

    8.09% of the 13F portfolio, value $18,627,073.

    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 375,669 shares
    Change vs previous 13F +51,459 shares

    7.66% of the 13F portfolio, value $17,395,534.

    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 324,210 shares
    Change vs previous 13F +22,478 shares

    6.84% of the 13F portfolio, value $15,045,017.

    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 301,732 shares
    Change vs previous 13F +16,218 shares

    6.69% of the 13F portfolio, value $13,701,631.

    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 285,514 shares
    Change vs previous 13F +16,788 shares

    6.88% of the 13F portfolio, value $13,092,239.

    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 268,726 shares
    Change vs previous 13F not available

    6.38% of the 13F portfolio, value $12,057,731.

    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).