Dow Inc.
MX ˙ BMV ˙ US2605571031
SecurityMX:DOW1 / Dow Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership519 shares
Latest Disclosed Value $ 21,616
Heritage Wealth Advisors reports 62.70% increase in ownership of DOW1 / Dow Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 519 shares of Dow Inc. (MX:DOW1) valued at $21,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 319 shares of Dow Inc.. This represents a change in shares of 62.70% during the quarter.

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)
2026-05-13 2026-03-31 13F Dow Chemical COM 260557103 519 200 62.70 22 200.00 0.0008
2026-02-13 2025-12-31 13F Dow Chemical COM 260557103 319 0 0.00 7 0.00 0.0003
2025-11-13 2025-09-30 13F Dow Chemical COM 260557103 319 0 0.00 7 -12.50 0.0003
2025-08-11 2025-06-30 13F Dow Chemical COM 260557103 319 0 0.00 8 -27.27 0.0004
2025-05-08 2025-03-31 13F Dow Chemical COM 260557103 319 -89 -21.81 11 -31.25 0.0006
2025-02-12 2024-12-31 13F Dow Chemical COM 260557103 408 -43 -9.53 16 -33.33 0.0008
2024-11-12 2024-09-30 13F Dow Chemical COM 260557103 451 -193 -29.97 25 -29.41 0.0012
2024-12-12 2024-06-30 13F/A-1 Dow Chemical COM 260557103 644 -726 -52.99 34 -56.96 0.0015
2024-08-06 2024-06-30 13F Dow Chemical COM 260557103 644 -726 34 0.0015
2024-12-12 2024-03-31 13F/A-1 Dow Chemical COM 260557103 1,370 0 0.00 79 5.33 0.0036
2024-05-08 2024-03-31 13F Dow Chemical COM 260557103 1,370 0 79 0.0036
2024-12-12 2023-12-31 13F/A-1 Dow Chemical COM 260557103 1,370 266 24.09 75 33.93 0.0037
2024-02-12 2023-12-31 13F Dow Chemical COM 260557103 1,433 329 79 0.0039
2024-12-12 2023-09-30 13F/A-1 Dow Chemical COM 260557103 1,104 0 0.00 57 -3.45 0.0031
2023-11-09 2023-09-30 13F Dow Chemical COM 260557103 1,104 0 57 0.0031
2024-12-12 2023-06-30 13F/A-1 Dow Chemical COM 260557103 1,104 0 0.00 59 -3.33 0.0031
2023-08-09 2023-06-30 13F Dow Chemical COM 260557103 1,104 0 59 0.0031
2023-05-04 2023-03-31 13F Dow Chemical COM 260557103 1,104 0 0.00 61 9.09 0.0034
2024-12-12 2022-12-31 13F/A-1 Dow Chemical COM 260557103 1,104 0 0.00 56 14.58 0.0032
2023-02-07 2022-12-31 13F Dow Chemical COM 260557103 1,104 0 56 0.0032
2024-12-12 2022-09-30 13F/A-1 Dow Chemical COM 260557103 1,104 0 0.00 48 0.0035
2022-11-10 2022-09-30 13F Dow Chemical COM 260557103 1,104 0 0 0.0035
2022-08-04 2022-06-30 13F Dow Chemical COM 260557103 1,104 0 0.00 0 0.0040
2022-05-11 2022-03-31 13F Dow Chemical COM 260557103 1,104 1 0.09 0 0.0039
2022-03-28 2021-12-31 13F/A-1 Dow Chemical COM 260557103 1,103 -170 -13.35 0 -100.00 0.0035
2022-02-02 2021-12-31 13F Dow Chemical COM 260557103 1,103 63
2021-11-02 2021-09-30 13F Dow Chemical COM 260557103 1,273 0 0.00 73 -8.75 0.0045
2021-08-09 2021-06-30 13F/A-1 Dow Chemical COM 260557103 1,273 0 0.00 81 -1.23 0.0050
2021-07-27 2021-06-30 13F Dow Chemical COM 260557103 1,120 100 62 0.0039
2021-04-27 2021-03-31 13F Dow Chemical COM 260557103 1,273 153 13.66 81 30.65 0.0049
2021-02-01 2020-12-31 13F Dow Chemical COM 260557103 1,120 -36 -3.11 62 14.81 0.0039
2020-11-03 2020-09-30 13F Dow Chemical COM 260557103 1,156 53 4.81 54 22.73 0.0070
2020-07-17 2020-06-30 13F/A-1 Dow Chemical COM 260557103 1,103 0 0.00 45 37.50 0.0063
2020-07-17 2020-06-30 13F Dow Chemical COM 260557103 210 -893 44 6,157.3339
2020-05-05 2020-03-31 13F Dow Chemical COM 260557103 1,103 -2,273 -67.33 32 -82.61 0.0058
2020-02-04 2019-12-31 13F Dow Chemical COM 260557103 3,376 421 14.25 185 31.43 0.0244
2019-10-30 2019-09-30 13F Dow Chemical COM 260557103 2,955 -342 -10.37 140 -13.58 0.0206
2019-08-05 2019-06-30 13F Dow Chemical COM 260557103 3,297 -6,611 -66.72 163 -69.32 0.0249
2019-05-06 2019-03-31 13F Dowdupont COM 26078J100 9,908 0 0.00 528 -0.19 0.0868
2019-01-26 2018-12-31 13F Dowdupont COM 26078J100 9,908 -641 -6.08 529 -21.98 0.1034
2018-11-14 2018-09-30 13F Dowdupont COM 26078J100 10,549 0 0.00 678 -2.59 0.1328
2018-07-19 2018-06-30 13F DOWDUPONT COM 26078J100 10,549 1,573 17.52 696 21.47 0.2602
2018-05-10 2018-03-31 13F DOWDUPONT COM 26078J100 8,976 4,179 87.12 573 68.04 0.2379
2018-02-02 2017-12-31 13F DOWDUPONT COM 26078J100 4,797 386 8.75 341 11.44 0.1459
2017-11-07 2017-09-30 13F DOWDUPONT COM 26078J100 4,411 4,411 306 0.1540
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.