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Disclosery

Dogwood Wealth Management LLC: SPGI position timeline

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

Dogwood Wealth Management LLC held 225 SPGI 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 225 shares
    Change vs previous 13F +184 shares

    0.04% of the 13F portfolio, value $91,634.

    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 41 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $17,439.

    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 38 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $19,858.

    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 49 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $23,849.

    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 36 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $18,950.

    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 2 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $1,016.

    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 0 shares
    Change vs previous 13F 0 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23.

    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).