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Dogwood Wealth Management LLC: OUNZ position timeline

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

Dogwood Wealth Management LLC held 259,990 OUNZ 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 259,990 shares
    Change vs previous 13F +29,911 shares

    3.96% of the 13F portfolio, value $10,033,014.

    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 230,079 shares
    Change vs previous 13F -3,212 shares

    4.5% of the 13F portfolio, value $10,365,059.

    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 233,291 shares
    Change vs previous 13F -1,577 shares

    4.26% of the 13F portfolio, value $9,676,911.

    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 234,868 shares
    Change vs previous 13F +17,915 shares

    3.97% of the 13F portfolio, value $8,734,741.

    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 216,953 shares
    Change vs previous 13F +23,789 shares

    3.37% of the 13F portfolio, value $6,905,624.

    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 193,164 shares
    Change vs previous 13F -6,345 shares

    3.06% of the 13F portfolio, value $5,821,953.

    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 199,509 shares
    Change vs previous 13F +20,395 shares

    2.67% of the 13F portfolio, value $5,047,589.

    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 179,114 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $4,547,708.

    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).