Dogwood Wealth Management LLC APAM — ARTISAN PARTNERS ASSET MGMT

Ownership history in Dogwood Wealth Management LLC  ·  7 quarters on record

AI Ownership Summary

Dogwood Wealth Management LLC reported ARTISAN PARTNERS ASSET MGMT (APAM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.33% in 2025 Q1. The latest visible filing shows APAM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dogwood Wealth Management LLC's position in ARTISAN PARTNERS ASSET MGMT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

APAM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APAM stock page Dogwood Wealth Management LLC fund profile Dogwood Wealth Management LLC full holdings
How Dogwood Wealth Management LLC held APAM — position size vs. price
% of Fund (quarterly)    APAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 15 -5,005 -99.7% 0.00% $518 2026-07-06 $36.18
2026 Q1 REDUCED 16.6% -1.8% ✅ 5,020 -998 -16.6% 0.08% $183K 2026-05-12 $36.18
2025 Q4 REDUCED 16.2% -7.3% ✅ 6,018 -1,167 -16.2% 0.11% $245K 2026-02-04 $41.51
2025 Q3 REDUCED 33.7% -1.9% ✅ 7,185 -3,656 -33.7% 0.14% $312K 2025-11-12 $40.99
2025 Q2 REDUCED 32.2% -0.0% ✅ 10,841 -5,145 -32.2% 0.25% $506K 2025-07-18 $42.21
2025 Q1 ADDED — — — 15,986 +11,227 +235.9% 0.33% $625K 2025-04-30 $33.16
2024 Q4 INITIATED — — — 4,759 — — 0.12% $196K 2025-03-04 $36.33

🏢 Other funds also holding APAM

As of 2026 Q2 — sorted by position size

Channing Capital Management, LLC 3Y 7Y 1.48% Carolina Wealth Advisors, LLC 3Y 0.77% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.75% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.7% SPROTT INC. 3Y 7Y 0.4% WASATCH ADVISORS LP 3Y 7Y 0.39% ISTHMUS PARTNERS, LLC 3Y 7Y 0.32% MeadowBrook Investment Advisors LLC 0.28% NAVELLIER & ASSOCIATES INC 3Y 7Y 0.23% ROMANO BROTHERS AND COMPANY 3Y 0.21%

FAQ About Dogwood Wealth Management LLC and APAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dogwood Wealth Management LLC reported owning APAM?

Dogwood Wealth Management LLC reported APAM across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported APAM position in Dogwood Wealth Management LLC's portfolio?

The largest reported portfolio weight for APAM was 0.33% in 2025 Q1.

What is the latest reported APAM position on this page?

The most recent filing on this page is 2026 Q2, when Dogwood Wealth Management LLC reported 15 shares, equal to 0.00% of portfolio, with an estimated market value of $518.

What does the chart on this APAM ownership page compare?

The chart compares Dogwood Wealth Management LLC's quarterly APAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dogwood Wealth Management LLC time their APAM position?

Based on 13F filing dates vs. subsequent APAM price moves, Dogwood Wealth Management LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on APAM relative to SPY over the holding period was -19.2%.

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