Position in DOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,051,531
-$2,336,304 QoQ
Shares Held
184,632
+4.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#196
of 1,198 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DOW Over Time
Shares Held
Position Value (USD)
Position in Chemicals
Basic Materials · as of Jun 30, 2026Waverly Advisors, LLC holds $5,979,073 across 2 Chemicals names. DOW ranks #1 (84.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOW |
Dow Inc.
This page
|
184,632 | $5,051,531 | |
| 2 | RYAM |
Rayonier Advanced Materials Inc.
|
118,008 | $927,542 |
All Filings in DOW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,051,531 | 184,632 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,387,835 | 177,379 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,621,000 | 154,876 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,237,898 | 53,986 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $434,510 | 16,409 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $713,520 | 20,433 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $858,701 | 21,398 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,179,953 | 21,599 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,227,894 | 23,146 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,122,276 | 19,373 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $763,317 | 13,919 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $655,636 | 12,716 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $755,386 | 14,183 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $801,577 | 14,622 | Shares | Other | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||