Dougherty Wealth Advisers LLC
- SEC CIK
- 0001755933
- Latest filing
- Jul 22, 2026
BWB holding history
Bridgewater Bancshares Inc in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BWB overviewAll 13F holders of BWBFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 20
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −25,000−100.0% | Sold out | Holders |
| Q1 2026 | 25,000 | $442.5K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2025 | 25,000 | $438.3K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 25,000 | $440.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2025 | 25,000 | $397.8K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2025 | 25,000 | $347.3K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2024 | 25,000 | $337.8K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2024 | 25,000 | $354.3K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2024 | 25,000 | $290.3K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2024 | 25,000 | $291.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2023 | 25,000 | $338.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2023 | 25,000 | $237.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2023 | 25,000 | $246.3K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2023 | 25,000 | $271.0K | 0.4% | 00.0% | Unchanged | Holders |
| Q4 2022 | 25,000 | $443.5K | 0.7% | 00.0% | Unchanged | Holders |
| Q3 2022 | 25,000 | $412.0K | 0.8% | 00.0% | Unchanged | Holders |
| Q2 2022 | 25,000 | $404.0K | 0.8% | 00.0% | Unchanged | Holders |
| Q1 2022 | 25,000 | $417.0K | 0.6% | 00.0% | Unchanged | Holders |
| Q4 2021 | 25,000 | $442.0K | 0.6% | 00.0% | Unchanged | Holders |
| Q3 2021 | 25,000 | $438.0K | 0.7% | 00.0% | Unchanged | Holders |
| Q2 2021 | 25,000 | $404.0K | 0.6% | +25,000 | New | Holders |