Dogwood Wealth Management LLC
Position in WST — West Pharmaceutical Services Inc
CIK 2056922
LENEXA, KS
Position in WST
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$718
+$217 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#817
of 827 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Dogwood Wealth Management LLC holds $18,516 across 4 Medical Instruments & Supplies names. WST ranks #4 (3.9% of the industry book) .
All Filings in WST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718 | 2 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $501 | 2 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,375 | 5 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,311 | 5 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $2 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $4 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||