Dogwood Wealth Management LLC NHC β€” NATIONAL HEALTHCARE CORP

Ownership history in Dogwood Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

Dogwood Wealth Management LLC reported NATIONAL HEALTHCARE CORP (NHC) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows NHC 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 NHC 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 NATIONAL HEALTHCARE CORP, 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

NHC 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 Q1 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 NHC β€” position size vs. price
% of Fund (quarterly)    NHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 8 β€” 0% 0.00% $2K 2026-07-06 $217.43
2026 Q1 INITIATED β€” β€” β€” 8 β€” β€” 0.00% $1K 2026-05-12 $188.85

FAQ About Dogwood Wealth Management LLC and NHC

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 NHC?

Dogwood Wealth Management LLC reported NHC across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

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

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

What is the latest reported NHC position on this page?

The most recent filing on this page is 2026 Q2, when Dogwood Wealth Management LLC reported 8 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this NHC ownership page compare?

The chart compares Dogwood Wealth Management LLC's quarterly NHC 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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