Dogwood Wealth Management LLC

Position in MSFT — Microsoft Corp

CIK 2056922 LENEXA, KS

Position in MSFT

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$942,994

-$149,747 QoQ

Shares Held

2,528

-14.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.09%

of 13F equity value

Holder Rank

#5,263

of 6,179 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $1,538,221 across 17 Software - Infrastructure names. MSFT ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	2,528	$942,994
2	SNPS	Synopsys Inc	615	$274,333
3	CRWD	CrowdStrike Holdings, Inc.	2,588	$123,437
4	PLTR	Palantir Technologies Inc.	433	$50,518
5	ORCL	Oracle Corp	289	$42,352
6	PANW	Palo Alto Networks Inc	122	$41,604
7	NET	Cloudflare, Inc.	62	$15,207
8	XYZ	Block, Inc.	145	$11,020

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$942,994	2,528	-14.4%	Shares	Sole	2026-07-06
2026-03-31	$1,092,741	2,952	-23.6%	Shares	Sole	2026-05-12
2025-12-31	$1,868,224	3,863	-20.8%	Shares	Sole	2026-02-04
2025-09-30	$2,526,560	4,878	-14.4%	Shares	Sole	2025-11-12
2025-06-30	$2,833,744	5,697	+5.7%	Shares	Sole	2025-07-18
2025-03-31	$2,022,976	5,389	+19.4%	Shares	Sole	2025-04-30
2024-12-31	$1,902,651	4,514	+16.5%	Shares	Sole	2025-03-04
2024-09-30	$1,666,982	3,874	+33.8%	Shares	Sole	2025-02-28
2024-06-30	$1,293,920	2,895	+17.9%	Shares	Sole	2025-03-04
2024-03-31	$1,032,867	2,455	+10.2%	Shares	Sole	2025-02-28
2023-12-31	$837,817	2,228	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.