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Disclosery

Dogwood Wealth Management LLC: JPM position timeline

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

Dogwood Wealth Management LLC held 3,081 JPM 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 3,081 shares
    Change vs previous 13F -929 shares

    0.4% of the 13F portfolio, value $1,008,504.

    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 4,010 shares
    Change vs previous 13F -623 shares

    0.51% of the 13F portfolio, value $1,179,582.

    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 4,633 shares
    Change vs previous 13F -545 shares

    0.66% of the 13F portfolio, value $1,492,845.

    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 5,178 shares
    Change vs previous 13F -849 shares

    0.74% of the 13F portfolio, value $1,633,350.

    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 6,027 shares
    Change vs previous 13F +142 shares

    0.83% of the 13F portfolio, value $1,704,342.

    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 5,885 shares
    Change vs previous 13F +174 shares

    0.76% of the 13F portfolio, value $1,443,681.

    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 5,711 shares
    Change vs previous 13F +802 shares

    0.72% of the 13F portfolio, value $1,368,873.

    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 4,909 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,035,117.

    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).