Position in DOW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$611,954
-$280,433 QoQ
Shares Held
22,367
+4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#523
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)
Derivatives in DOW
reported options exposure · as of Mar 31, 2020CallValue
$1,000
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Chemicals
Basic Materials · as of Jun 30, 2026AE Wealth Management LLC holds $908,097 across 2 Chemicals names. DOW ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOW |
Dow Inc.
This page
|
22,367 | $611,954 | |
| 2 | GPRE |
Green Plains Inc.
|
19,256 | $296,143 |
All Filings in DOW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,954 | 22,367 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $892,387 | 21,426 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $523,051 | 22,372 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $565,954 | 24,682 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,520,443 | 57,419 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,626,803 | 46,587 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,009,616 | 50,078 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,946,953 | 90,554 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,893,640 | 92,246 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,281,131 | 73,902 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $27,192,084 | 495,844 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,044,038 | 505,121 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $24,274,469 | 455,773 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $13,736,466 | 250,574 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,766,608 | 253,356 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,041,958 | 228,590 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,704,598 | 149,285 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,864,535 | 139,117 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,108,063 | 107,688 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,901,569 | 102,529 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,533,962 | 87,452 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $5,210,150 | 81,485 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,006,323 | 72,186 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,389,529 | 72,041 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,875,006 | 70,535 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,000 | 400 | Call | Sole | 2020-05-07 | |
| 2020-03-31 | $1,930,366 | 66,018 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||