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
- period ended2026-06-3013F 160,272 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 146,059 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 133,764 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 112,738 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 99,891 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).