Dogwood Wealth Management LLC: T position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dogwood Wealth Management LLC on T, newest first. How the timeline and the estimate are built.
Dogwood Wealth Management LLC held 608 T shares at 2026-06-30 per its 13F-HR filed 2026-07-06.
the latest 13F is the newest step
- period ended2026-06-3013F 608 sharesChange vs previous 13F -128 shares
<0.01% of the 13F portfolio, value $12,586.
13F-HR 0002056922-26-000003 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 736 sharesChange vs previous 13F +404 shares
0.01% of the 13F portfolio, value $21,337.
13F-HR 0002056922-26-000002 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 332 sharesChange vs previous 13F -313 shares
<0.01% of the 13F portfolio, value $8,247.
13F-HR 0002056922-26-000001 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 645 sharesChange vs previous 13F +146 shares
0.01% of the 13F portfolio, value $18,215.
13F-HR 0002056922-25-000011 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 499 sharesChange vs previous 13F -4,718 shares
0.01% of the 13F portfolio, value $14,117.
13F-HR 0002056922-25-000007 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,217 sharesChange vs previous 13F +207 shares
0.08% of the 13F portfolio, value $147,537.
13F-HR 0002056922-25-000006 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,010 sharesChange vs previous 13F -1 shares
0.06% of the 13F portfolio, value $114,078.
13F-HR 0002056922-25-000005 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,011 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $110,240.
13F-HR 0002056922-25-000003 filed by Dogwood Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).