Skip to content
Disclosery

Dogwood Wealth Management LLC: JAAA position timeline

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

Dogwood Wealth Management LLC held 149,985 JAAA 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 149,985 shares
    Change vs previous 13F +10,691 shares

    2.99% of the 13F portfolio, value $7,572,747.

    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 139,294 shares
    Change vs previous 13F +8,899 shares

    3.05% of the 13F portfolio, value $7,016,246.

    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 130,395 shares
    Change vs previous 13F -19,451 shares

    2.9% of the 13F portfolio, value $6,595,359.

    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 149,846 shares
    Change vs previous 13F +13,255 shares

    3.46% of the 13F portfolio, value $7,609,180.

    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 136,591 shares
    Change vs previous 13F +9,177 shares

    3.37% of the 13F portfolio, value $6,908,765.

    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 127,414 shares
    Change vs previous 13F +6,271 shares

    3.4% of the 13F portfolio, value $6,461,152.

    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 121,143 shares
    Change vs previous 13F +30,472 shares

    3.25% of the 13F portfolio, value $6,143,140.

    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 90,671 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $4,613,341.

    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).