Skip to content
Disclosery

Dogwood Wealth Management LLC: IR position timeline

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

Dogwood Wealth Management LLC held 29 IR 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 29 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $2,378.

    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 75 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $6,009.

    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 52 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $4,119.

    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 30 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $2,479.

    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 24 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $2,088.

    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 5 shares
    Change vs previous 13F -5,762 shares

    <0.01% of the 13F portfolio, value $400.

    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 5,767 shares
    Change vs previous 13F +559 shares

    0.28% of the 13F portfolio, value $521,657.

    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 5,208 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $511,229.

    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).