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Disclosery

Dogwood Wealth Management LLC: USRT position timeline

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

Dogwood Wealth Management LLC held 42,890 USRT 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 42,890 shares
    Change vs previous 13F -523 shares

    1.12% of the 13F portfolio, value $2,850,037.

    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 43,413 shares
    Change vs previous 13F +1,695 shares

    1.12% of the 13F portfolio, value $2,569,637.

    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 41,718 shares
    Change vs previous 13F -1,085 shares

    1.05% of the 13F portfolio, value $2,376,268.

    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 42,803 shares
    Change vs previous 13F +1,766 shares

    1.14% of the 13F portfolio, value $2,513,420.

    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 41,037 shares
    Change vs previous 13F -3,223 shares

    1.13% of the 13F portfolio, value $2,321,066.

    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 44,260 shares
    Change vs previous 13F -1,394 shares

    1.34% of the 13F portfolio, value $2,549,359.

    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 45,654 shares
    Change vs previous 13F -701 shares

    1.38% of the 13F portfolio, value $2,616,446.

    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 46,355 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,854,088.

    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).