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Allen Wealth Management, LLC

SEC CIK
0002012003
Latest filing
Jul 24, 2026

DOW holding history

Dow Inc. in every 13F filed by Allen 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2023
Holdings of DOW by Allen Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−20,657−100.0%Sold outHolders
Q2 202520,657$547.0K0.4%−13,098−38.8%ReducedHolders
Q1 202533,755$1.18M0.8%−898−2.6%ReducedHolders
Q4 202434,653$1.39M1.0%−1,528−4.2%ReducedHolders
Q3 202436,181$1.98M1.4%+327+0.9%AddedHolders
Q2 202435,854$1.90M1.7%−1,620−4.3%ReducedHolders
Q1 202437,474$2.17M1.9%−31,026−45.3%ReducedHolders
Q4 202368,500$3.76M3.7%–No prior filingHolders