Dogwood Wealth Management’s Lightbridge LTBR Stock Holding History

Dogwood Wealth Management’s Portfolio LTBR Stock Details LTBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4	Closed	-$43	–	895
2026 Q1	$43	Hold	4	–	–	﹤0.01%	849
2025 Q4	$51	Buy	+4	New	+$77	﹤0.01%	727
2025 Q3	–	Sell	-662	Closed	-$8.03K	–	786
2025 Q2	$8.03K	Buy	+662	New	+$7.31K	﹤0.01%	323

Other funds holding LTBR

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return