Dow shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Dow (DOW) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Dow
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Quarterly reported holdings in Dow by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $900k | 17k | 54.63 |
| 2024-06-30 | $844k | 16k | 53.05 |
| 2024-03-31 | $902k | 16k | 57.93 |
| 2023-12-31 | $817k | 15k | 54.84 |
| 2023-09-30 | $769k | 15k | 51.56 |
| 2023-06-30 | $893k | 17k | 53.26 |
| 2023-03-31 | $855k | 16k | 54.82 |
| 2022-12-31 | $667k | 13k | 50.39 |
| 2022-09-30 | $502k | 11k | 43.91 |
| 2022-06-30 | $491k | 9.5k | 51.65 |
| 2022-03-31 | $513k | 8.0k | 63.76 |
| 2021-12-31 | $346k | 6.1k | 56.80 |
| 2021-09-30 | $317k | 5.5k | 57.55 |
| 2021-06-30 | $333k | 5.3k | 63.22 |