Position in DOCS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,762
-$218 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 355 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Dogwood Wealth Management LLC holds $6,874 across 4 Health Information Services names. DOCS ranks #2 (25.6% of the industry book) .
All Filings in DOCS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,762 | 85 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,980 | 85 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,162 | 94 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,876 | 94 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,765 | 94 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,642 | 80 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,271 | 80 | Shares | Sole | 2025-03-04 | |
| No filing history on record for this holder in this stock. | ||||||