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Dogwood Wealth Management LLC: HYGV position timeline

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

Dogwood Wealth Management LLC held 45,174 HYGV 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 45,174 shares
    Change vs previous 13F +1,848 shares

    0.72% of the 13F portfolio, value $1,818,705.

    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 43,326 shares
    Change vs previous 13F +60 shares

    0.75% of the 13F portfolio, value $1,735,640.

    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 43,266 shares
    Change vs previous 13F -1,250 shares

    0.78% of the 13F portfolio, value $1,762,441.

    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 44,516 shares
    Change vs previous 13F +753 shares

    0.83% of the 13F portfolio, value $1,834,059.

    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 43,763 shares
    Change vs previous 13F -2,363 shares

    0.87% of the 13F portfolio, value $1,777,201.

    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 46,126 shares
    Change vs previous 13F -3,224 shares

    0.98% of the 13F portfolio, value $1,862,555.

    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 49,350 shares
    Change vs previous 13F -5,038 shares

    1.06% of the 13F portfolio, value $2,007,553.

    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 54,388 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,266,089.

    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).