Skip to content
Disclosery

Dogwood Wealth Management LLC: FTV position timeline

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

Dogwood Wealth Management LLC held 1,192 FTV 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 1,192 shares
    Change vs previous 13F -2,631 shares

    0.03% of the 13F portfolio, value $72,819.

    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 3,823 shares
    Change vs previous 13F -1,294 shares

    0.09% of the 13F portfolio, value $211,335.

    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 5,117 shares
    Change vs previous 13F -324 shares

    0.12% of the 13F portfolio, value $282,510.

    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 5,441 shares
    Change vs previous 13F -682 shares

    0.12% of the 13F portfolio, value $266,555.

    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 6,123 shares
    Change vs previous 13F -2,640 shares

    0.16% of the 13F portfolio, value $323,283.

    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 8,763 shares
    Change vs previous 13F +1,380 shares

    0.34% of the 13F portfolio, value $641,294.

    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 7,383 shares
    Change vs previous 13F +768 shares

    0.29% of the 13F portfolio, value $553,640.

    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 6,615 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $522,120.

    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).