Position in DOW
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$8,962,954
+$3,189,171 QoQ
Shares Held
215,197
-12.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOW Over Time
Shares Held
Position Value (USD)
All Filings in DOW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,962,954 | 215,197 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $5,773,783 | 246,954 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $5,716,586 | 249,306 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $5,819,111 | 219,755 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $6,626,628 | 189,766 | Shares | Defined | 2025-04-18 | |
| 2024-12-31 | $6,470,801 | 161,246 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $7,126,264 | 130,446 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $7,918,561 | 149,266 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,759,942 | 151,216 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $8,119,665 | 148,061 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $7,575,813 | 146,932 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,863,146 | 147,637 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,581,467 | 156,539 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,422,598 | 147,303 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,942,170 | 158,028 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $6,975,297 | 135,154 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,710,056 | 120,999 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $5,826,108 | 102,717 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $4,909,004 | 85,285 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,326,313 | 52,565 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,216,309 | 50,302 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,695,357 | 48,565 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,232,146 | 47,442 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,024,712 | 49,674 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||