다우 주식회사
MX ˙ BMV ˙ US2605571031
SecurityMX:DOW1 / Dow Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership11,195 shares
Latest Disclosed Value $ 466,268
EP Wealth Advisors, Inc. ownership in DOW1 / Dow Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 11,195 shares of Dow Inc. (MX:DOW1) valued at $466,268 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 0 shares of Dow Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F DOW HLDGS COM 260557103 11,195 11,195 466 0.0023
2026-02-18 2025-12-31 13F DOW COM 260557103 0 -13,011 -100.00 0 -100.00
2025-08-14 2025-06-30 13F DOW COM 260557103 13,011 -1,371 -9.53 345 -31.47 0.0023
2025-05-15 2025-03-31 13F DOW COM 260557103 14,382 -3,303 -18.68 502 -29.20 0.0040
2025-02-14 2024-12-31 13F DOW COM 260557103 17,685 -4,236 -19.32 710 -40.77 0.0058
2024-11-15 2024-09-30 13F DOW COM 260557103 21,921 5,346 32.25 1,198 36.18 0.0103
2024-08-19 2024-06-30 13F DOW COM 260557103 16,575 -203 -1.21 879 -9.47 0.0093
2024-05-14 2024-03-31 13F DOW COM 260557103 16,778 -612 -3.52 972 1.89 0.0114
2024-02-28 2023-12-31 13F DOW COM 260557103 17,390 -504 -2.82 954 3.36 0.0122
2023-11-24 2023-09-30 13F DOW COM 260557103 17,894 -4,980 -21.77 923 -2.33 0.0143
2023-08-14 2023-06-30 13F DOW COM 260557103 22,874 49 0.21 944 -72.78 0.0136
2023-06-05 2023-03-31 13F DOW COM 260557103 22,825 6,192 37.23 3,468 313.84 0.0596
2023-06-12 2022-12-31 13F DOW COM 260557103 16,633 2,368 16.60 838 33.65 0.0151
2022-12-02 2022-09-30 13F DOW COM 260557103 14,265 -5,446 -27.63 627 -38.35 0.0142
2022-08-11 2022-06-30 13F DOW COM 260557103 19,711 1,018 5.45 1,017 -14.61 0.0229
2022-05-20 2022-03-31 13F DOW COM 260557103 18,693 1,709 10.06 1,191 23.68 0.0261
2022-02-17 2021-12-31 13F DOW COM 260557103 16,984 4,448 35.48 963 33.38 0.0228
2021-11-23 2021-09-30 13F/A-1 DOW COM 260557103 12,536 2,052 19.57 722 8.90 0.0198
2021-11-16 2021-09-30 13F DOW COM 260557103 1,002,809 722
2021-08-24 2021-06-30 13F DOW COM 260557103 10,484 278 2.72 663 1.53 0.0184
2021-05-17 2021-03-31 13F DOW COM 260557103 10,206 2,053 25.18 653 44.47 0.0208
2021-02-18 2020-12-31 13F DOW COM 260557103 8,153 -16,847 -67.39 452 -66.96 0.0159
2020-02-14 2019-12-31 13F DOW COM 260557103 25,000 -1,649 -6.19 1,368 7.72 0.0563
2019-11-18 2019-09-30 13F DOW COM 260557103 26,649 -1,261 -4.52 1,270 -7.70 0.0630
2019-08-27 2019-06-30 13F DOW COM 260557103 27,910 22,981 466.24 1,376 423.19 0.0860
2019-05-20 2019-03-31 13F DOWDUPONT COM 26078J100 4,929 989 25.10 263 24.64 0.0253
2019-02-15 2018-12-31 13F DOWDUPONT COM 26078J100 3,940 -183 -4.44 211 -20.38 0.0163
2018-11-15 2018-09-30 13F DOWDUPONT COM 26078J100 4,123 997 31.89 265 28.64 0.0207
2018-08-14 2018-06-30 13F DOWDUPONT COM 26078J100 3,126 -118 -3.64 206 -0.48 0.0194
2018-05-15 2018-03-31 13F DOWDUPONT COM 26078J100 3,244 3,244 207 0.0200
2018-02-15 2017-12-31 13F DOWDUPONT COM 26078J100 0 -4,140 -100.00 0 -100.00
2017-11-15 2017-09-30 13F DOWDUPONT COM 26078J100 4,140 4,140 287 0.0331
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.