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Disclosery

Dogwood Wealth Management LLC: STIP position timeline

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

Dogwood Wealth Management LLC held 41,235 STIP 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 41,235 shares
    Change vs previous 13F +1,412 shares

    1.66% of the 13F portfolio, value $4,212,548.

    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 39,823 shares
    Change vs previous 13F +1,600 shares

    1.79% of the 13F portfolio, value $4,118,926.

    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 38,223 shares
    Change vs previous 13F -1,222 shares

    1.72% of the 13F portfolio, value $3,913,685.

    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 39,445 shares
    Change vs previous 13F +519 shares

    1.85% of the 13F portfolio, value $4,077,040.

    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 38,926 shares
    Change vs previous 13F -4,465 shares

    1.95% of the 13F portfolio, value $3,988,798.

    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 43,391 shares
    Change vs previous 13F -5,387 shares

    2.36% of the 13F portfolio, value $4,489,616.

    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 48,778 shares
    Change vs previous 13F -97,469 shares

    2.6% of the 13F portfolio, value $4,907,073.

    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 146,247 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $14,817,704.

    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).