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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

DOW holding history

Dow Inc. in every 13F filed by WealthPLAN Partners, 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of DOW by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−1,412−100.0%Sold outHolders
Q2 20231,412$75.2K<0.1%+200+16.5%AddedHolders
Q1 20231,212$66.4K<0.1%−9,799−89.0%ReducedHolders
Q4 202211,011$658.0K<0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20229,411$626.0K<0.1%−187−1.9%ReducedHolders
Q4 20219,598$573.0K<0.1%−44−0.5%ReducedHolders
Q3 20219,642$529.0K<0.1%+330+3.5%AddedHolders
Q2 20219,312$598.0K<0.1%+1,612+20.9%AddedHolders
Q1 20217,700$510.0K<0.1%––Holders

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