Position in INVZ
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$361
+$61 QoQ
Shares Held
475
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 11 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INVZ Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Dogwood Wealth Management LLC holds $35,556 across 5 Auto Parts names. INVZ ranks #5 (1.0% of the industry book) .
All Filings in INVZ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361 | 475 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $300 | 475 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $405 | 475 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $969 | 475 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $615 | 375 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $244 | 375 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $630 | 375 | Shares | Sole | 2025-03-04 | |
| No filing history on record for this holder in this stock. | ||||||