Beacon Investment Advisors »

Dow shares owned by Beacon Investment Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Beacon Investment Advisors from 13F filings

Historical chart of Beacon Investment Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

All positions including Dow held by Beacon Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dow by Beacon Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 10k 22.93
2025-06-30 $270k 10k 27.00
2025-03-31 $349k 10k 34.92
2024-12-31 $401k 10k 40.13
2024-09-30 $546k 10k 54.63
2024-06-30 $531k 10k 53.05