陶氏公司
MX ˙ BMV ˙ US2605571031
SecurityMX:DOW1 / Dow Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership11,424 shares
Latest Disclosed Value $ 475,812
Avidian Wealth Solutions, LLC reports 2.72% increase in ownership of DOW1 / Dow Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 11,424 shares of Dow Inc. (MX:DOW1) valued at $475,812 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 11,121 shares of Dow Inc.. This represents a change in shares of 2.72% 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)
2026-05-07 2026-03-31 13F DOW HLDGS COM 260557103 11,424 303 2.72 476 82.69 0.0151
2026-02-02 2025-12-31 13F DOW COM 260557103 11,121 -534 -4.58 260 -2.62 0.0095
2025-10-30 2025-09-30 13F DOW COM 260557103 11,655 -99 -0.84 267 -14.15 0.0101
2025-07-30 2025-06-30 13F DOW COM 260557103 11,754 11,754 311 0.0127
2025-01-29 2024-12-31 13F DOW COM 260557103 0 -6,514 -100.00 0 -100.00
2024-10-30 2024-09-30 13F DOW COM 260557103 6,514 392 6.40 356 9.57 0.0162
2024-08-06 2024-06-30 13F DOW COM 260557103 6,122 899 17.21 325 7.28 0.0135
2024-05-03 2024-03-31 13F DOW COM 260557103 5,223 5,223 303 0.0147
2023-10-13 2023-09-30 13F DOW COM 260557103 0 -12,420 -100.00 0 -100.00
2023-08-03 2023-06-30 13F DOW COM 260557103 12,420 -7,866 -38.78 661 -40.56 0.0433
2023-05-08 2023-03-31 13F DOW COM 260557103 20,286 -2,348 -10.37 1,112 -2.46 0.0610
2023-02-06 2022-12-31 13F DOW COM 260557103 22,634 3,832 20.38 1,141 38.01 0.0743
2022-11-03 2022-09-30 13F DOW COM 260557103 18,802 8,643 85.08 826 57.63 0.0597
2022-07-29 2022-06-30 13F DOW COM 260557103 10,159 302 3.06 524 -16.56 0.0371
2022-05-10 2022-03-31 13F DOW COM 260557103 9,857 191 1.98 628 14.60 0.0385
2022-02-14 2021-12-31 13F DOW COM 260557103 9,666 290 3.09 548 1.48 0.0341
2021-11-10 2021-09-30 13F DOW COM 260557103 9,376 -413 -4.22 540 -12.76 0.0411
2021-08-09 2021-06-30 13F DOW COM 260557103 9,789 103 1.06 619 0.00 0.0475
2021-05-05 2021-03-31 13F DOW COM 260557103 9,686 952 10.90 619 27.63 0.0527
2021-02-09 2020-12-31 13F DOW COM 260557103 8,734 145 1.69 485 20.05 0.0460
2021-02-03 2020-09-30 13F/A-1 DOW COM 260557103 8,589 59 0.69 404 16.09 0.0458
2020-08-10 2020-06-30 13F DOW COM 260557103 8,530 -121 -1.40 348 37.55 0.0469
2020-04-22 2020-03-31 13F DOW COM 260557103 8,651 8,651 253 0.0406
2018-05-15 2018-03-31 13F DOWDUPONT COM 26078J100 0 -3,300 -100.00 0 -100.00
2018-02-14 2017-12-31 13F DOWDUPONT COM 26078J100 3,300 -1,713 -34.17 235 -32.28 0.0629
2017-11-14 2017-09-30 13F DOWDUPONT COM 26078J100 5,013 5,013 347 0.1322
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.