Position in DLX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$4,274
+$2,209 QoQ
Shares Held
179
+138.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#207
of 243 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLX Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Dogwood Wealth Management LLC holds $37,207 across 4 Conglomerates names. DLX ranks #4 (11.5% of the industry book) .
All Filings in DLX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,274 | 179 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,065 | 75 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,674 | 75 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,800 | 93 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||