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Disclosery

Dogwood Wealth Management LLC: SPYG position timeline

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

Dogwood Wealth Management LLC held 74,843 SPYG 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 74,843 shares
    Change vs previous 13F +4,179 shares

    3.51% of the 13F portfolio, value $8,905,541.

    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 70,664 shares
    Change vs previous 13F +8,706 shares

    3% of the 13F portfolio, value $6,918,671.

    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 61,958 shares
    Change vs previous 13F +3,530 shares

    2.91% of the 13F portfolio, value $6,610,961.

    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 58,428 shares
    Change vs previous 13F +3,154 shares

    2.78% of the 13F portfolio, value $6,106,330.

    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 55,274 shares
    Change vs previous 13F +4,051 shares

    2.57% of the 13F portfolio, value $5,258,794.

    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 51,223 shares
    Change vs previous 13F +1,791 shares

    2.16% of the 13F portfolio, value $4,116,762.

    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 49,432 shares
    Change vs previous 13F +49,432 shares

    2.3% of the 13F portfolio, value $4,345,037.

    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 0 shares
    Change vs previous 13F not available

    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).

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