Dogwood Wealth Management LLC DBD β€” DIEBOLD NIXDORF INC

Ownership history in Dogwood Wealth Management LLC  Β·  1 quarter on record

AI Ownership Summary

Dogwood Wealth Management LLC reported DIEBOLD NIXDORF INC (DBD) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows DBD 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 DBD 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 DIEBOLD NIXDORF INC, 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 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.

How Dogwood Wealth Management LLC held DBD β€” position size vs. price
% of Fund (quarterly)    DBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 10 β€” β€” 0.00% $850 2026-07-06 $84.16

🏒 Other funds also holding DBD

As of 2026 Q2 β€” sorted by position size

GAMMA Investing LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Dogwood Wealth Management LLC and DBD

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 DBD?

Dogwood Wealth Management LLC reported DBD across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

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

The largest reported portfolio weight for DBD was 0.00% in 2026 Q2.

What is the latest reported DBD position on this page?

The most recent filing on this page is 2026 Q2, when Dogwood Wealth Management LLC reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $850.

What does the chart on this DBD ownership page compare?

The chart compares Dogwood Wealth Management LLC's quarterly DBD 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.

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