MBL Wealth »

Dow shares owned by MBL Wealth

Quarter-by-quarter ownership of Dow (DOW) shares owned by MBL Wealth from 13F filings

Historical chart of MBL Wealth investment in Dow

Tip: Access up to 7 years of quarterly data

All positions including Dow held by MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $531k 13k 41.65
2023-03-31 $213k 3.9k 54.82
2022-06-30 $217k 4.2k 51.67

More positions owned by MBL Wealth

State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)

View all positions for MBL Wealth

Top funds holding Dow

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Susquehanna International
AQR Capital Management
Invesco
Capital Research Global Investors
Citadel Advisors
Charles Schwab Investment Management
Goldman Sachs Group

View all funds holding Dow