Number of Shares
33
Previous 17 94.12%
Holding current value
$38.5 Million
Previous $18.3 Million 110.53%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
N/A
16 Added 94.12%
33 $38.5 Million
Q2 2025

Jul 18, 2025

BUY
N/A
16 Added 1600.0%
17 $18.3 Million
Q1 2025

Apr 30, 2025

BUY
N/A
1 New
1 $946,000
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.