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Disclosery

Dogwood Wealth Management LLC: SPTM position timeline

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

Dogwood Wealth Management LLC held 32,041 SPTM 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 32,041 shares
    Change vs previous 13F -2,015 shares

    1.15% of the 13F portfolio, value $2,908,961.

    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 34,056 shares
    Change vs previous 13F -242 shares

    1.17% of the 13F portfolio, value $2,692,480.

    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 34,298 shares
    Change vs previous 13F -1,240 shares

    1.25% of the 13F portfolio, value $2,829,625.

    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 35,538 shares
    Change vs previous 13F -348 shares

    1.3% of the 13F portfolio, value $2,866,155.

    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 35,886 shares
    Change vs previous 13F -2,872 shares

    1.32% of the 13F portfolio, value $2,701,465.

    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 38,758 shares
    Change vs previous 13F -6,787 shares

    1.39% of the 13F portfolio, value $2,635,961.

    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 45,545 shares
    Change vs previous 13F +2,377 shares

    1.72% of the 13F portfolio, value $3,253,253.

    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 43,168 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,024,370.

    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).