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Dogwood Wealth Management LLC: SPYV position timeline

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

Dogwood Wealth Management LLC held 282 SPYV 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 282 shares
    Change vs previous 13F -1,009 shares

    0.01% of the 13F portfolio, value $17,143.

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

    0.03% of the 13F portfolio, value $73,045.

    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 1,868 shares
    Change vs previous 13F -252,711 shares

    0.05% of the 13F portfolio, value $106,121.

    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 254,579 shares
    Change vs previous 13F +19,214 shares

    6.4% of the 13F portfolio, value $14,085,878.

    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 235,365 shares
    Change vs previous 13F +19,566 shares

    6.08% of the 13F portfolio, value $12,446,107.

    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 215,799 shares
    Change vs previous 13F +9,303 shares

    5.79% of the 13F portfolio, value $11,020,835.

    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 206,496 shares
    Change vs previous 13F +34,238 shares

    5.59% of the 13F portfolio, value $10,560,186.

    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 172,258 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $9,105,568.

    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).