Position in DOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,381
-$91,143 QoQ
Shares Held
9,590
+13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#699
of 1,198 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in DOW Over Time
Shares Held
Position Value (USD)
Position in Chemicals
Basic Materials · as of Jun 30, 2026Modern Wealth Management, LLC holds $262,381 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
|
9,590 | $262,381 |
All Filings in DOW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,381 | 9,590 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $353,524 | 8,488 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $295,195 | 12,626 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $341,816 | 14,907 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $493,109 | 18,622 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,789,090 | 51,234 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $2,944,015 | 73,362 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $216,715 | 3,967 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $239,093 | 4,507 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||