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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

DOW holding history

Dow Inc. in every 13F filed by EP Wealth Advisors, 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of DOW by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−11,195−100.0%Sold outHolders
Q1 202611,195$466.3K<0.1%+11,195NewHolders
Q3 2025––––Not filedHolders
Q2 202513,011$344.5K<0.1%−1,371−9.5%ReducedHolders
Q1 202514,382$502.2K<0.1%−3,303−18.7%ReducedHolders
Q4 202417,685$709.7K<0.1%−4,236−19.3%ReducedHolders
Q3 202421,921$1.20M<0.1%+5,346+32.3%AddedHolders
Q2 202416,575$879.3K<0.1%−203−1.2%ReducedHolders
Q1 202416,778$972.0K<0.1%−612−3.5%ReducedHolders
Q4 202317,390$953.7K<0.1%−504−2.8%ReducedHolders
Q3 202317,894$922.6K<0.1%−4,980−21.8%ReducedHolders
Q2 202322,874$944.2K<0.1%+49+0.2%AddedHolders
Q1 202322,825$3.47M0.1%+6,192+37.2%AddedHolders
Q4 202216,633$838.2K<0.1%+2,368+16.6%AddedHolders
Q3 202214,265$627.0K<0.1%−5,446−27.6%ReducedHolders
Q2 202219,711$1.02M<0.1%+1,018+5.4%AddedHolders
Q1 202218,693$1.19M<0.1%+1,709+10.1%AddedHolders
Q4 202116,984$963.0K<0.1%+4,448+35.5%AddedHolders
Q3 202112,536$722.0K<0.1%+2,052+19.6%AddedHolders
Q2 202110,484$663.0K<0.1%+278+2.7%AddedHolders
Q1 202110,206$653.0K<0.1%––Holders

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