Position in DOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,362,754
-$27,640 QoQ
Shares Held
86,358
-15.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#284
of 1,198 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in DOW Over Time
Shares Held
Position Value (USD)
Position in Chemicals
Basic Materials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $3,187,194 across 3 Chemicals names. DOW ranks #1 (74.1% of the industry book) .
All Filings in DOW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,362,754 | 86,358 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $2,390,394 | 102,241 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $2,036,940 | 88,833 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,071,477 | 78,228 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,779,876 | 79,607 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,554,474 | 88,574 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,804,162 | 87,940 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,383,832 | 101,486 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,178,466 | 106,654 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,476,432 | 99,862 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,795,022 | 73,604 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $298,042 | 5,596 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $775,593 | 14,148 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $701,227 | 13,916 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $254,881 | 5,802 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $555,633 | 10,766 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $386,844 | 6,071 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $338,618 | 5,970 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||