Position in DOW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$466,271
+$121,740 QoQ
Shares Held
11,195
-14.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DOW Over Time
Shares Held
Position Value (USD)
Position in Chemicals
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $200,376 across 1 Chemicals name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CE |
Celanese Corp
|
4,356 | $200,376 |
All Filings in DOW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $466,271 | 11,195 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $344,531 | 13,011 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $502,219 | 14,382 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $709,699 | 17,685 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,197,544 | 21,921 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $879,303 | 16,575 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $971,949 | 16,778 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $953,667 | 17,390 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $922,614 | 17,894 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,218,269 | 22,874 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,251,266 | 22,825 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $838,136 | 16,633 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $626,661 | 14,265 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,017,284 | 19,711 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,191,117 | 18,693 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $963,332 | 16,984 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $721,572 | 12,536 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $663,427 | 10,484 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $652,571 | 10,206 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $452,491 | 8,153 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||