다우 주식회사
MX ˙ BMV ˙ US2605571031
SecurityMX:DOW1 / Dow Inc.
InstitutionHB Wealth Management, LLC
Latest Disclosed Ownership40,790 shares
Latest Disclosed Value $ 1,698,907
HB Wealth Management, LLC reports 60.58% increase in ownership of DOW1 / Dow Inc.

On April 27, 2026 - HB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 40,790 shares of Dow Inc. (MX:DOW1) valued at $1,698,907 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 25,401 shares of Dow Inc.. This represents a change in shares of 60.58% 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)
2026-04-27 2026-03-31 13F DOW HLDGS COM 260557103 40,790 15,389 60.58 1,699 186.34 0.0110
2026-01-28 2025-12-31 13F DOW COM 260557103 25,401 7,909 45.21 594 47.88 0.0038
2025-10-23 2025-09-30 13F DOW COM 260557103 17,492 -262 -1.48 401 -14.68 0.0027
2025-07-17 2025-06-30 13F DOW COM 260557103 17,754 -2,916 -14.11 470 -34.81 0.0037
2025-05-07 2025-03-31 13F DOW COM 260557103 20,670 7,982 62.91 722 41.65 0.0060
2025-01-15 2024-12-31 13F DOW COM 260557103 12,688 2,222 21.23 509 -10.86 0.0052
2024-10-15 2024-09-30 13F DOW COM 260557103 10,466 -907 -7.98 572 -5.31 0.0061
2024-07-26 2024-06-30 13F DOW COM 260557103 11,373 50 0.44 603 -7.94 0.0070
2024-04-30 2024-03-31 13F DOW COM 260557103 11,323 -1,501 -11.70 656 -6.83 0.0083
2024-01-16 2023-12-31 13F DOW COM 260557103 12,824 -5,556 -30.23 703 -25.77 0.0101
2023-10-13 2023-09-30 13F DOW COM 260557103 18,380 3,365 22.41 948 18.52 0.0153
2023-07-13 2023-06-30 13F DOW COM 260557103 15,015 -450 -2.91 800 -5.67 0.0128
2023-04-13 2023-03-31 13F DOW COM 260557103 15,465 920 6.33 848 15.71 0.0147
2023-01-20 2022-12-31 13F DOW COM 260557103 14,545 2,870 24.58 733 42.69 0.0133
2022-10-19 2022-09-30 13F DOW COM 260557103 11,675 1,102 10.42 513 -6.04 0.0109
2022-07-15 2022-06-30 13F DOW COM 260557103 10,573 5,120 93.89 546 57.35 0.0112
2022-05-16 2022-03-31 13F DOW COM 260557103 5,453 1,736 46.70 347 64.45 0.0064
2022-02-15 2021-12-31 13F DOW COM 260557103 3,717 3,717 211 0.0042
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.