陶氏公司
US ˙ NYSE ˙ US2605571031

SecurityDOW / Dow Inc.
InstitutionSummit Financial, LLC
Latest Disclosed Ownership17,877 shares
Latest Disclosed Value $ 744,559
Summit Financial, LLC reports 12.09% increase in ownership of DOW / Dow Inc.

On May 15, 2026 - Summit Financial, LLC filed a 13F-HR form disclosing ownership of 17,877 shares of Dow Inc. (US:DOW) valued at $744,577 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,949 shares of Dow Inc.. This represents a change in shares of 12.09% during the quarter. The current value of the position is $621,941 USD.

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 DOW HLDGS COM 260557103 17,877 1,928 12.09 745 100.00 0.0095
2026-02-12 2025-12-31 13F DOW COM 260557103 15,949 -105 -0.65 373 1.09 0.0055
2025-11-14 2025-09-30 13F DOW COM 260557103 16,054 3,131 24.23 368 7.60 0.0056
2025-08-13 2025-06-30 13F Dow Common stock 260557103 12,923 351 2.79 342 -22.10 0.0077
2025-05-14 2025-03-31 13F Dow Common Stock 260557103 12,572 -1,061 -7.78 439 -19.74 0.0123
2025-02-12 2024-12-31 13F Dow Common Stock 260557103 13,633 1,785 15.07 547 -15.46 0.0192
2024-11-12 2024-09-30 13F DOW Common Stock 260557103 11,848 -952 -7.44 647 -4.71 0.0254
2024-07-31 2024-06-30 13F DOW Common Stock 260557103 12,800 2,579 25.23 679 14.70 0.0310
2024-04-24 2024-03-31 13F DOW Common Stock 260557103 10,221 120 1.19 592 7.05 0.0351
2024-02-06 2023-12-31 13F DOW Common Stock 260557103 10,101 1,119 12.46 554 19.44 0.0362
2023-11-07 2023-09-30 13F DOW Common Stock 260557103 8,982 187 2.13 463 -1.07 0.0342
2023-08-11 2023-06-30 13F DOW Common Stock 260557103 8,795 3,248 58.55 468 53.95 0.0341
2023-05-03 2023-03-31 13F DOW Common Stock 260557103 5,547 -2,386 -30.08 304 -23.81 0.0266
2023-02-07 2022-12-31 13F DOW Common Stock 260557103 7,933 277 3.62 400 18.75 0.0376
2022-11-15 2022-09-30 13F DOW Common Stock 260557103 7,656 3,710 94.02 336 65.52 0.0319
2022-08-12 2022-06-30 13F DOW Common Stock 260557103 3,946 168 4.45 204 -15.42 0.0191
2022-05-10 2022-03-31 13F DOW Common Stock 260557103 3,778 3,778 241 0.0188
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.