Position in HLI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,728
-$9,291 QoQ
Shares Held
19
-72.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dogwood Wealth Management LLC holds $286,572 across 10 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
105 | $106,193 | |
| 2 | MS |
Morgan Stanley
|
497 | $103,892 | |
| 3 | SCHW |
Schwab Charles Corp
|
293 | $27,035 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
172 | $17,248 | |
| 5 | HUT |
Hut 8 Corp.
|
99 | $11,429 | |
| 6 | SF |
Stifel Financial Corp
|
145 | $10,116 | |
| 7 | WULF |
Terawulf Inc.
|
181 | $4,470 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
156 | $4,271 |
All Filings in HLI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,728 | 19 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,019 | 69 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $14,988 | 73 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,617 | 59 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||