Dogwood Wealth Management LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2056922
LENEXA, KS
Position in BR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,787
-$1,337 QoQ
Shares Held
11
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Dogwood Wealth Management LLC holds $100,869 across 9 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
202 | $56,804 | |
| 2 | ACN |
Accenture plc
|
215 | $26,754 | |
| 3 | CIFR |
Cipher Digital Inc.
|
206 | $5,047 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
32 | $4,407 | |
| 5 | G |
Genpact LTD
|
102 | $2,805 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
745 | $2,734 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
116 | $1,311 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
20 | $774 |
All Filings in BR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,787 | 11 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,124 | 14 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $238 | 1 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $243 | 1 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,454 | 6 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $2 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $4 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||