Position in OC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$3,020
+$1,342 QoQ
Shares Held
19
+26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 684 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OC Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Dogwood Wealth Management LLC holds $63,411 across 5 Building Products & Equipment names. OC ranks #5 (4.8% of the industry book) .
All Filings in OC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,020 | 19 | Shares | Sole | 2026-07-06 | |
| 2025-12-31 | $1,678 | 15 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||