Skip to content
Disclosery

Dogwood Wealth Management LLC: MUB position timeline

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

Dogwood Wealth Management LLC held 55,041 MUB 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 55,041 shares
    Change vs previous 13F +570 shares

    2.34% of the 13F portfolio, value $5,923,537.

    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 54,471 shares
    Change vs previous 13F +2,082 shares

    2.51% of the 13F portfolio, value $5,782,110.

    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 52,389 shares
    Change vs previous 13F -8,302 shares

    2.47% of the 13F portfolio, value $5,611,340.

    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 60,691 shares
    Change vs previous 13F +2,042 shares

    2.94% of the 13F portfolio, value $6,463,007.

    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 58,649 shares
    Change vs previous 13F -2,126 shares

    2.98% of the 13F portfolio, value $6,107,156.

    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 60,775 shares
    Change vs previous 13F -104 shares

    3.37% of the 13F portfolio, value $6,408,168.

    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 60,879 shares
    Change vs previous 13F -225 shares

    3.43% of the 13F portfolio, value $6,486,692.

    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 61,104 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $6,637,703.

    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).