Confluence Wealth Services, Inc.

Position in DOW — Dow Inc.

CIK 1910411 MCMURRAY, PA

Position in DOW

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$592,398

+$69,066 QoQ

Shares Held

21,652

+72.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#530

of 1,198 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $592,398 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	21,652	$592,398

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,398	21,652	+72.3%	Shares	Sole	2026-07-22
2026-03-31	$523,332	12,565	+4.6%	Shares	Sole	2026-05-07
2025-12-31	$280,723	12,007	-16.7%	Shares	Sole	2026-01-28
2025-09-30	$330,490	14,413	-1.7%	Shares	Sole	2025-10-28
2025-06-30	$388,408	14,668	-7.7%	Shares	Sole	2025-07-22
2025-03-31	$555,123	15,897	+38.6%	Shares	Sole	2025-04-24
2024-12-31	$460,331	11,471	-18.8%	Shares	Sole	2025-01-27
2024-09-30	$772,031	14,132	-20.5%	Shares	Sole	2024-10-29
2024-06-30	$942,804	17,772	+23.3%	Shares	Sole	2024-07-31
2024-03-31	$834,945	14,413	-6.7%	Shares	Sole	2024-04-22
2023-12-31	$847,387	15,452	-13.8%	Shares	Sole	2024-01-25
2023-09-30	$924,161	17,924	+1.7%	Shares	Sole	2023-11-01
2023-06-30	$939,027	17,631	+11.8%	Shares	Sole	2023-08-01
2023-03-31	$864,511	15,770	+0.0%	Shares	Sole	2023-05-12
2022-12-31	$794,549	15,768	-10.8%	Shares	Sole	2023-02-10
2022-09-30	$776,726	17,681	-6.7%	Shares	Sole	2022-11-08
2022-06-30	$978,422	18,958	+4.9%	Shares	Sole	2022-08-15
2022-03-31	$1,152,121	18,081	-1.6%	Shares	Sole	2022-04-26
2021-12-31	$1,041,889	18,369	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.