Skip to content
Disclosery

Dogwood Wealth Management LLC: JMST position timeline

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

Dogwood Wealth Management LLC held 3,848 JMST 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 3,848 shares
    Change vs previous 13F -400 shares

    0.08% of the 13F portfolio, value $196,233.

    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 4,248 shares
    Change vs previous 13F -376 shares

    0.09% of the 13F portfolio, value $216,563.

    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 4,624 shares
    Change vs previous 13F -391 shares

    0.1% of the 13F portfolio, value $235,561.

    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 5,015 shares
    Change vs previous 13F -4 shares

    0.12% of the 13F portfolio, value $255,951.

    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 5,019 shares
    Change vs previous 13F -1,188 shares

    0.12% of the 13F portfolio, value $255,188.

    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 6,207 shares
    Change vs previous 13F -802 shares

    0.17% of the 13F portfolio, value $315,623.

    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 7,009 shares
    Change vs previous 13F +38 shares

    0.19% of the 13F portfolio, value $355,422.

    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 6,971 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $355,115.

    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).