Position in XYZ
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$11,020
+$4,160 QoQ
Shares Held
145
+27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#925
of 1,079 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Dogwood Wealth Management LLC holds $1,538,221 across 17 Software - Infrastructure names. XYZ ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,528 | $942,994 | |
| 2 | SNPS |
Synopsys Inc
|
615 | $274,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,588 | $123,437 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
433 | $50,518 | |
| 5 | ORCL |
Oracle Corp
|
289 | $42,352 | |
| 6 | PANW |
Palo Alto Networks Inc
|
122 | $41,604 | |
| 7 | NET |
Cloudflare, Inc.
|
62 | $15,207 | |
| 8 | XYZ |
Block, Inc.
This page
|
145 | $11,020 |
All Filings in XYZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,020 | 145 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $6,860 | 114 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,449 | 53 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,142 | 85 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,241 | 33 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $325 | 6 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $4 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $7 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||