Position in DOW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$324,790
-$208,038 QoQ
Shares Held
11,871
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#637
of 1,192 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOW Over Time
Shares Held
Position Value (USD)
All Filings in DOW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,790 | 11,871 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $532,828 | 12,793 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $321,077 | 13,733 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $376,693 | 16,428 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $610,627 | 23,060 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,204,425 | 34,491 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,989,521 | 174,172 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,857,222 | 217,046 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,574,546 | 237,032 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $14,482,094 | 249,993 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $15,523,503 | 283,069 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $15,478,466 | 300,203 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,639,948 | 274,877 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $15,584,832 | 284,291 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $13,286,935 | 263,682 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $11,317,026 | 257,615 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $12,589,278 | 243,931 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $15,300,446 | 240,120 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $14,570,800 | 256,890 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $14,153,945 | 245,899 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $16,391,529 | 256,358 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $13,477,675 | 242,841 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $10,338,343 | 219,731 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $6,628,716 | 162,628 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $1,552,029 | 53,079 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||