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Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

MMM holding history

3M Co 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.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
60
Value
$9.71K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of MMM by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202660$9.71K<0.1%00.0%UnchangedHolders
Q1 202660$8.71K<0.1%00.0%UnchangedHolders
Q4 202560$9.61K<0.1%00.0%UnchangedHolders
Q3 202560$9.31K<0.1%00.0%UnchangedHolders
Q2 202560$9.13K<0.1%00.0%UnchangedHolders
Q1 202560$8.81K<0.1%00.0%UnchangedHolders
Q4 202460$7.75K<0.1%00.0%UnchangedHolders
Q3 202460$8.20K<0.1%+60NewHolders