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Dogwood Wealth Management LLC

Position in FIX — Comfort Systems USA Inc

CIK 2056922 LENEXA, KS

Position in FIX

as of Jun 30, 2026 · filed Jul 6, 2026
Position Value
$25,765
+$14,734 QoQ
Shares Held
13
+62.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,245
of 1,341 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in FIX Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $97,955 across 11 Engineering & Construction names. FIX ranks #2 (26.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FIX
Comfort Systems USA Inc
This page
13 $25,765

All Filings in FIX

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $25,765 13
2026-03-31 $11,031 8
2025-12-31 $2,799 3