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Disclosery

Dogwood Wealth Management LLC: SHY position timeline

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

Dogwood Wealth Management LLC held 111,404 SHY 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 111,404 shares
    Change vs previous 13F +4,023 shares

    3.61% of the 13F portfolio, value $9,147,382.

    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 107,381 shares
    Change vs previous 13F +5,075 shares

    3.85% of the 13F portfolio, value $8,866,449.

    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 102,306 shares
    Change vs previous 13F +11,175 shares

    3.73% of the 13F portfolio, value $8,472,983.

    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 91,131 shares
    Change vs previous 13F +6,461 shares

    3.44% of the 13F portfolio, value $7,560,228.

    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 84,670 shares
    Change vs previous 13F +4,405 shares

    3.41% of the 13F portfolio, value $6,976,847.

    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 80,265 shares
    Change vs previous 13F +4,936 shares

    3.49% of the 13F portfolio, value $6,640,333.

    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 75,329 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $6,175,446.

    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).