Position in NWL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$429
+$193 QoQ
Shares Held
70
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#403
of 423 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Dogwood Wealth Management LLC holds $107,534 across 7 Household & Personal Products names. NWL ranks #6 (0.4% of the industry book) .
All Filings in NWL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429 | 70 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $236 | 69 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $252 | 68 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $351 | 67 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $356 | 66 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $403 | 65 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $637 | 64 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $491 | 64 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $403 | 63 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $505 | 63 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $538 | 62 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||