Position in DOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,727
-$12,889 QoQ
Shares Held
319
-38.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,010
of 1,198 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOW Over Time
Shares Held
Position Value (USD)
Position in Chemicals
Basic Materials · as of Jun 30, 2026Heritage Wealth Advisors holds $8,727 across 1 Chemicals name. DOW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOW |
Dow Inc.
This page
|
319 | $8,727 |
All Filings in DOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,727 | 319 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,616 | 519 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,458 | 319 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,314 | 319 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,447 | 319 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,139 | 319 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $16,373 | 408 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $24,638 | 451 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,164 | 644 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $79,364 | 1,370 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $75,130 | 1,370 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $56,922 | 1,104 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $58,799 | 1,104 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $60,521 | 1,104 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $55,630 | 1,104 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $48,498 | 1,104 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $56,977 | 1,104 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $70,346 | 1,104 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $62,562 | 1,103 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $73,273 | 1,273 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $80,555 | 1,273 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $81,395 | 1,273 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $62,160 | 1,120 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $54,389 | 1,156 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $44,958 | 1,103 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $32,251 | 1,103 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||