Position in DOW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,320
+$2,089 QoQ
Shares Held
231
+27.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,033
of 1,198 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $6,459 across 2 Chemicals names. DOW ranks #1 (97.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOW |
Dow Inc.
This page
|
231 | $6,320 | |
| 2 | ASIX |
AdvanSix Inc.
|
7 | $139 |
All Filings in DOW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,320 | 231 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $4,231 | 181 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,261 | 55 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $5,799 | 219 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $7,717 | 221 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $8,868 | 221 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,959 | 164 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,700 | 164 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $9,500 | 164 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $8,993 | 164 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,455 | 164 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $8,734 | 164 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $8,990 | 164 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||