Position in DOW
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$235,322
-$45,858 QoQ
Shares Held
5,650
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $235,322 | 5,650 | Shares | Sole | 2026-04-21 | |
| 2024-09-30 | $281,180 | 5,147 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $279,255 | 5,264 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $304,943 | 5,264 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $289,445 | 5,278 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $291,829 | 5,660 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $302,996 | 5,689 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $314,173 | 5,731 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $292,312 | 5,801 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $256,682 | 5,843 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $305,944 | 5,928 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $377,732 | 5,928 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $332,095 | 5,855 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $349,274 | 6,068 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $383,983 | 6,068 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $390,097 | 6,101 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $349,206 | 6,292 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $296,556 | 6,303 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $273,499 | 6,710 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $200,908 | 6,871 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||