Dogwood Wealth Management LLC

Position in SLF — Sun Life Financial Inc

CIK 2056922 LENEXA, KS

Position in SLF

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

Position Value

$25,643

+$5,186 QoQ

Shares Held

327

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#441

of 492 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $467,375 across 4 Insurance - Diversified names. SLF ranks #2 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	875	$437,841
2	SLF	Sun Life Financial Inc This page	327	$25,643
3	HIG	Hartford Insurance Group, Inc.	17	$2,252
4	AIG	American International Group, Inc.	22	$1,639

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,643	327	0.0%	Shares	Sole	2026-07-06
2026-03-31	$20,457	327	0.0%	Shares	Sole	2026-05-12
2025-12-31	$20,404	327	0.0%	Shares	Sole	2026-02-04
2025-09-30	$19,629	327	0.0%	Shares	Sole	2025-11-12
2025-06-30	$21,729	327	0.0%	Shares	Sole	2025-07-18
2025-03-31	$18,724	327	0.0%	Shares	Sole	2025-04-30
2024-12-31	$19,404	327	0.0%	Shares	Sole	2025-03-04
2024-09-30	$18,972	327	0.0%	Shares	Sole	2025-02-28
2024-06-30	$16,019	327	—	Shares	Sole	2025-03-04
No filing history on record for this holder in this stock.