Institute for Wealth Management, LLC.

Position in DOW — Dow Inc.

CIK 1533954 DENVER, CO

Position in DOW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$143,530

-$81,754 QoQ

Shares Held

5,246

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#795

of 1,198 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $187,597 across 3 Chemicals names. DOW ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOW	Dow Inc. This page	5,246	$143,530
2	REX	REX AMERICAN RESOURCES Corp	975	$44,021
3	CE	Celanese Corp	1	$46

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,530	5,246	-3.0%	Shares	Sole	2026-07-28
2026-03-31	$225,284	5,409	-38.9%	Shares	Sole	2026-05-14
2025-06-30	$234,268	8,847	-3.3%	Shares	Sole	2025-07-18
2025-03-31	$319,587	9,152	-6.9%	Shares	Sole	2025-04-21
2024-12-31	$394,357	9,827	-5.8%	Shares	Sole	2025-01-23
2024-09-30	$570,009	10,434	-0.3%	Shares	Sole	2024-11-12
2024-06-30	$555,380	10,469	-0.3%	Shares	Sole	2024-07-25
2024-03-31	$608,265	10,500	+0.6%	Shares	Sole	2024-04-30
2023-12-31	$572,639	10,442	-1.4%	Shares	Sole	2024-01-31
2023-09-30	$545,968	10,589	-0.3%	Shares	Sole	2023-10-13
2023-06-30	$565,834	10,624	-1.5%	Shares	Sole	2023-07-25
2023-03-31	$591,124	10,783	-2.3%	Shares	Sole	2023-04-20
2022-12-31	$556,305	11,040	-10.5%	Shares	Sole	2023-02-02
2022-09-30	$541,656	12,330	-0.3%	Shares	Sole	2022-10-18
2022-06-30	$638,312	12,368	-0.0%	Shares	Sole	2022-07-25
2022-03-31	$788,471	12,374	-0.9%	Shares	Sole	2022-04-29
2021-12-31	$708,432	12,490	+1.1%	Shares	Sole	2022-01-21
2021-09-30	$711,096	12,354	-0.5%	Shares	Sole	2021-11-15
2021-06-30	$785,937	12,420	-0.4%	Shares	Sole	2021-07-21
2021-03-31	$797,203	12,468	+0.1%	Shares	Sole	2021-05-04
2020-12-31	$691,030	12,451	+9.6%	Shares	Sole	2021-02-01
2020-09-30	$534,299	11,356	-0.8%	Shares	Sole	2020-11-03
2020-06-30	$466,375	11,442	+1.4%	Shares	Sole	2020-07-30
2020-03-31	$329,797	11,279	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.