다우 주식회사
MX ˙ BMV ˙ US2605571031
SecurityMX:DOW1 / Dow Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership13,534 shares
Latest Disclosed Value $ 563,703
EverSource Wealth Advisors, LLC reports 351.13% increase in ownership of DOW1 / Dow Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 13,534 shares of Dow Inc. (MX:DOW1) valued at $563,703 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,000 shares of Dow Inc.. This represents a change in shares of 351.13% during the quarter.

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)
2026-05-15 2026-03-31 13F/A-1 DOW HLDGS INC COM Stock 260557103 13,534 10,534 351.13 564 704.29 0.0026
2026-05-14 2026-03-31 13F DOW HLDGS INC COM Stock 260557103 12,963 9,963 460 0.0025
2026-02-06 2025-12-31 13F DOW HLDGS INC COM Stock 260557103 3,000 -1,793 -37.41 70 -35.78 0.0026
2025-11-10 2025-09-30 13F DOW INC COM Stock 260557103 4,793 -1,581 -24.80 110 -35.12 0.0043
2025-08-13 2025-06-30 13F DOW INC COM Stock 260557103 6,374 2,624 69.97 169 29.23 0.0076
2025-05-13 2025-03-31 13F DOW INC COM Stock 260557103 3,750 -4 -0.11 131 -13.33 0.0072
2025-02-10 2024-12-31 13F DOW INC COM Stock 260557103 3,754 1,044 38.52 151 1.35 0.0085
2024-11-08 2024-09-30 13F DOW INC COM Stock 260557103 2,710 62 2.34 148 2.78 0.0094
2024-08-13 2024-06-30 13F DOW INC COM Stock 260557103 2,648 254 10.61 144 5.88 0.0096
2024-06-11 2024-03-31 13F/A-1 DOW INC COM Stock 260557103 2,394 -301 -11.17 136 -7.48 0.0107
2024-05-13 2024-03-31 13F DOW INC COM Stock 260557103 2,695 0 148 0.0052
2024-02-09 2023-12-31 13F DOW INC COM Stock 260557103 2,695 221 8.93 148 15.75 0.0135
2023-11-03 2023-09-30 13F DOW INC COM Stock 260557103 2,474 -15 -0.60 128 -3.79 0.0135
2023-08-04 2023-06-30 13F DOW INC COM Stock 260557103 2,489 -249 -9.09 133 -12.00 0.0146
2023-05-11 2023-03-31 13F DOW INC COM Stock 260557103 2,738 -72 -2.56 150 6.38 0.0187
2023-02-09 2022-12-31 13F DOW INC COM Stock 260557103 2,810 2,126 310.82 142 370.00 0.0214
2022-11-07 2022-09-30 13F DOW INC COM Stock 260557103 684 -647 -48.61 30 -55.88 0.0069
2022-08-01 2022-06-30 13F DOW INC COM Stock 260557103 1,331 4 0.30 68 -19.05 0.0175
2022-05-25 2022-03-31 13F DOW INC COM Stock 260557103 1,327 923 228.47 84 250.00 0.0213
2022-02-17 2021-12-31 13F/A-1 DOW INC COM Stock 260557103 404 404 24 0.0067
2022-02-07 2021-12-31 13F DOW INC COM Stock 260557103 404 404 23 0.0064
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.