Position in FDS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$17,946
+$11,003 QoQ
Shares Held
78
+143.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#635
of 762 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Dogwood Wealth Management LLC holds $251,245 across 10 Financial Data & Stock Exchanges names. FDS ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
238 | $91,633 | |
| 2 | MCO |
Moodys Corp /De/
|
176 | $79,713 | |
| 3 | CME |
Cme Group Inc.
|
164 | $36,216 | |
| 4 | FDS |
Factset Research Systems Inc
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|
78 | $17,946 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
108 | $8,512 | |
| 6 | COIN |
Coinbase Global, Inc.
|
34 | $4,970 | |
| 7 | MSCI |
MSCI Inc.
|
7 | $3,920 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
15 | $3,640 |
All Filings in FDS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,946 | 78 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $6,943 | 32 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,286 | 32 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,432 | 5 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,629 | 26 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $1 | 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 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||