Dogwood Wealth Management LLC: VLTO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dogwood Wealth Management LLC on VLTO, newest first. How the timeline and the estimate are built.
Dogwood Wealth Management LLC held 0 VLTO shares at 2026-03-31 per its 13F-HR filed 2026-05-12.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -2 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 2 sharesChange vs previous 13F -4 shares
<0.01% of the 13F portfolio, value $200.
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 6 sharesChange vs previous 13F +6 shares
<0.01% of the 13F portfolio, value $640.
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 0 sharesChange vs previous 13F -15 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 15 sharesChange vs previous 13F +15 shares
<0.01% of the 13F portfolio, value $1,462.
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 0 sharesChange vs previous 13F 0 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3.
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).