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Disclosery

Dogwood Wealth Management LLC: IVV position timeline

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

Dogwood Wealth Management LLC held 8,773 IVV 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 8,773 shares
    Change vs previous 13F 0 shares

    2.59% of the 13F portfolio, value $6,570,012.

    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 8,773 shares
    Change vs previous 13F 0 shares

    2.49% of the 13F portfolio, value $5,730,611.

    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 8,773 shares
    Change vs previous 13F 0 shares

    2.64% of the 13F portfolio, value $6,008,979.

    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 8,773 shares
    Change vs previous 13F 0 shares

    2.67% of the 13F portfolio, value $5,871,769.

    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 8,773 shares
    Change vs previous 13F -988 shares

    2.67% of the 13F portfolio, value $5,468,474.

    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 9,761 shares
    Change vs previous 13F -2,700 shares

    2.88% of the 13F portfolio, value $5,484,706.

    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 12,461 shares
    Change vs previous 13F 0 shares

    3.88% of the 13F portfolio, value $7,335,541.

    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 12,461 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $7,187,754.

    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).