Position in WDFC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,835
+$63 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDFC Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Dogwood Wealth Management LLC holds $152,159 across 15 Specialty Chemicals names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHW |
Sherwin Williams Co
|
121 | $41,662 | |
| 2 | LIN |
Linde PLC
|
69 | $35,806 | |
| 3 | ECL |
Ecolab Inc.
|
102 | $28,418 | |
| 4 | NEU |
Newmarket Corp
|
14 | $11,077 | |
| 5 | APD |
Air Products & Chemicals, Inc.
|
29 | $8,502 | |
| 6 | CBT |
Cabot Corp
|
91 | $8,264 | |
| 7 | BCPC |
Balchem Corp
|
30 | $5,068 | |
| 8 | ALB |
Albemarle Corp
|
21 | $2,835 |
All Filings in WDFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,835 | 9 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,772 | 9 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,580 | 8 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,123 | 40 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||