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Dogwood Wealth Management LLC: IDMO position timeline

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

Dogwood Wealth Management LLC held 160,272 IDMO 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 160,272 shares
    Change vs previous 13F +14,213 shares

    3.81% of the 13F portfolio, value $9,662,826.

    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 146,059 shares
    Change vs previous 13F +12,295 shares

    3.48% of the 13F portfolio, value $8,009,897.

    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 133,764 shares
    Change vs previous 13F +21,026 shares

    3.27% of the 13F portfolio, value $7,433,246.

    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 112,738 shares
    Change vs previous 13F +12,847 shares

    2.77% of the 13F portfolio, value $6,086,730.

    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 99,891 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $5,077,444.

    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).