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Primerica shares owned by Dogwood Wealth Management

Quarter-by-quarter ownership of Primerica (PRI) shares owned by Dogwood Wealth Management from 13F filings

Historical chart of Dogwood Wealth Management investment in Primerica

Tip: Access up to 7 years of quarterly data

All positions including Primerica held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Primerica by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 56 277.59
2025-06-30 $12k 45 272.73

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr National Mun Etf (MUB)
Proshares Tr S&p Mdcp 400 Div (REGL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Primerica

Kayne Anderson Rudnick Investment Management
Vanguard Group
BlackRock
FMR
Bamco
Burgundy Asset Management
State Street Corporation
Geode Capital Management
Brave Warrior Advisors
Fiduciary Management
Dimensional Fund Advisors
Lyrical Asset Management
First Trust Advisors
Agf Management
AQR Capital Management

View all funds holding Primerica