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Disclosery

Dogwood Wealth Management LLC: VNQ position timeline

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

Dogwood Wealth Management LLC held 3,330 VNQ 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 3,330 shares
    Change vs previous 13F -4,721 shares

    0.13% of the 13F portfolio, value $321,149.

    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 8,051 shares
    Change vs previous 13F -4,344 shares

    0.31% of the 13F portfolio, value $714,102.

    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 12,395 shares
    Change vs previous 13F -25 shares

    0.48% of the 13F portfolio, value $1,096,792.

    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 12,420 shares
    Change vs previous 13F +101 shares

    0.52% of the 13F portfolio, value $1,135,423.

    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 12,319 shares
    Change vs previous 13F -7,097 shares

    0.54% of the 13F portfolio, value $1,097,911.

    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 19,416 shares
    Change vs previous 13F +3 shares

    0.92% of the 13F portfolio, value $1,757,955.

    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 19,413 shares
    Change vs previous 13F +8 shares

    0.91% of the 13F portfolio, value $1,729,318.

    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 19,405 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,890,471.

    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).