BWB — BRIDGEWATER BANCSHARES INC COM ACCD INV

Ownership history in Dougherty Wealth Advisers LLC  ·  22 quarters on record

AI Ownership Summary

Dougherty Wealth Advisers LLC reported BRIDGEWATER BANCSHARES INC COM ACCD INV (BWB) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2023 Q4. The latest visible filing shows BWB at 0.28% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dougherty Wealth Advisers LLC's position in BRIDGEWATER BANCSHARES INC COM ACCD INV, 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 Q1

BWB was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

BWB stock page Dougherty Wealth Advisers LLC fund profile Dougherty Wealth Advisers LLC full holdings
How Dougherty Wealth Advisers LLC held BWB — position size vs. price
% of Fund (quarterly)    BWB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 25,000 — 0% 0.28% $442K 2026-04-21 $18.60
2025 Q4 UNCHANGED 25,000 — 0% 0.25% $438K 2026-01-29 $19.18
2025 Q3 UNCHANGED 25,000 — 0% 0.28% $440K 2025-10-14 $17.80
2025 Q2 UNCHANGED 25,000 — 0% 0.26% $398K 2025-07-22 $16.07
2025 Q1 UNCHANGED 25,000 — 0% 0.26% $347K 2025-04-25 $14.40
2024 Q4 UNCHANGED 25,000 — 0% 0.26% $338K 2025-01-24 $13.54
2024 Q3 UNCHANGED 25,000 — 0% 0.28% $354K 2024-10-30 $14.68
2024 Q2 UNCHANGED 25,000 — 0% 0.25% $290K 2024-07-11 $12.56
2024 Q1 UNCHANGED 25,000 — 0% 0.26% $291K 2024-04-26 $11.75
2023 Q4 UNCHANGED 25,000 — 0% 0.31% $338K 2024-01-22 $13.63
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BWB

As of 2026 Q1 — sorted by position size

Daytona Street Capital LLC 1.2% TECTONIC ADVISORS LLC 3Y 0.09% MJT & Associates Financial Advisory Group, Inc. 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% Assenagon Asset Management S.A. 3Y 7Y 0.0% GAMMA Investing LLC 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Fortitude Family Office, LLC 0.0% True Wealth Design, LLC 3Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0%

FAQ About Dougherty Wealth Advisers LLC and BWB

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

How long has Dougherty Wealth Advisers LLC reported owning BWB?

Dougherty Wealth Advisers LLC reported BWB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BWB position in Dougherty Wealth Advisers LLC's portfolio?

The largest reported portfolio weight for BWB was 0.31% in 2023 Q4.

What is the latest reported BWB position on this page?

The most recent filing on this page is 2026 Q1, when Dougherty Wealth Advisers LLC reported 25,000 shares, equal to 0.28% of portfolio, with an estimated market value of $442K.

What does the chart on this BWB ownership page compare?

The chart compares Dougherty Wealth Advisers LLC's quarterly BWB 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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