Position in NEM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$33,343
-$8,766 QoQ
Shares Held
357
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,563
of 1,774 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Dogwood Wealth Management LLC holds $99,777 across 8 Gold names. NEM ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
This page
|
357 | $33,343 | |
| 2 | RGLD |
Royal Gold Inc
|
86 | $17,166 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
100 | $15,513 | |
| 4 | AU |
AngloGold Ashanti PLC
|
138 | $11,162 | |
| 5 | KGC |
Kinross Gold Corp
|
470 | $11,101 | |
| 6 | B |
Barrick Mining Corp
|
180 | $6,611 | |
| 7 | CDE |
Coeur Mining, Inc.
|
225 | $3,672 | |
| 8 | GFI |
Gold Fields Ltd
|
36 | $1,209 |
All Filings in NEM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,343 | 357 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $42,109 | 389 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,865 | 229 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,114 | 203 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,874 | 118 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,703 | 56 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $4 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $3,118 | 87 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||