Dogwood Wealth Management LLC: XSVN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dogwood Wealth Management LLC on XSVN, newest first. How the timeline and the estimate are built.
Dogwood Wealth Management LLC held 57,800 XSVN shares at 2026-06-30 per its 13F-HR filed 2026-07-06.
the latest 13F is the newest step
- period ended2026-06-3013F 57,800 sharesChange vs previous 13F +7,509 shares
1.08% of the 13F portfolio, value $2,732,213.
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 50,291 sharesChange vs previous 13F +6,930 shares
1.04% of the 13F portfolio, value $2,399,873.
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 43,361 sharesChange vs previous 13F +8,883 shares
0.92% of the 13F portfolio, value $2,083,249.
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 34,478 sharesChange vs previous 13F +5,918 shares
0.76% of the 13F portfolio, value $1,661,392.
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 28,560 sharesChange vs previous 13F not available
0.66% of the 13F portfolio, value $1,347,298.
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).