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Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

DOW holding history

Dow Inc. in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOW overviewAll 13F holders of DOWFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of DOW by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−5,383−100.0%Sold outHolders
Q3 20245,383$294.1K0.1%−8−0.1%ReducedHolders
Q2 20245,391$286.0K0.1%−107−1.9%ReducedHolders
Q1 20245,498$318.5K0.1%00.0%UnchangedHolders
Q4 20235,498$301.5K0.1%+185+3.5%AddedHolders
Q3 20235,313$273.9K0.1%+475+9.8%AddedHolders
Q2 20234,838$257.7K0.1%+94+2.0%AddedHolders
Q1 20234,744$260.0K0.1%00.0%UnchangedHolders
Q4 20224,744$239.0K0.1%+192+4.2%AddedHolders
Q3 20224,552$200.0K<0.1%−722−13.7%ReducedHolders
Q2 20225,274$268.0K0.1%−107−2.0%ReducedHolders
Q1 20225,381$350.0K0.1%+1,651+44.3%AddedHolders
Q4 20213,730$224.0K<0.1%−1,680−31.1%ReducedHolders
Q3 20215,410$312.0K0.1%+897+19.9%AddedHolders
Q2 20214,513$270.0K0.1%00.0%UnchangedHolders
Q1 20214,513$283.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.