Dogwood Wealth Management LLC: IJR position timeline

Dogwood Wealth Management LLC held 0 IJR shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,080 shares

   13F-HR 0002056922-25-000011 filed by Dogwood Wealth Management LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,080 shares

   Change vs previous 13F +89 shares

   0.11% of the 13F portfolio, value $233,046.

   13F-HR 0002056922-25-000007 filed by Dogwood Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 1,991 shares

   Change vs previous 13F +66 shares

   0.11% of the 13F portfolio, value $208,183.

   13F-HR 0002056922-25-000006 filed by Dogwood Wealth Management LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 1,925 shares

   Change vs previous 13F -29 shares

   0.12% of the 13F portfolio, value $221,810.

   13F-HR 0002056922-25-000005 filed by Dogwood Wealth Management LLC
   Filed 2025-03-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 1,954 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $228,540.

   13F-HR 0002056922-25-000003 filed by Dogwood Wealth Management LLC
   Filed 2025-02-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).