SEC 13F Intelligence

Greystone Financial Group, LLC / DOW

Greystone Financial Group, LLC’s Dow Hldgs Inc Position

Does Greystone Financial Group, LLC own Dow Hldgs Inc (DOW)? Not currently — the last reported position was 222.6K shares worth $12M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q3 2024
Shares
222.6K
% of Portfolio
+2.17%
Quarters Held
9
position exited

Position History DOW

Reported value by quarter
Q3 ’22: $6MQ3 ’22Q4 ’22: $7MQ1 ’23: $8MQ1 ’23Q2 ’23: $8MQ3 ’23: $8MQ3 ’23Q4 ’23: $9MQ1 ’24: $11MQ1 ’24Q2 ’24: $10MQ3 ’24: $12MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024222.6K$12M+2.17%
Q2 2024185.0K$10M+1.92%
Q1 2024187.2K$11M+2.16%
Q4 2023169.7K$9M+2.15%
Q3 2023161.6K$8M+2.08%
Q2 2023141.4K$8M+1.75%
Q1 2023143.2K$8M+1.98%
Q4 2022143.2K$7M+2.12%
Q3 2022142.1K$6M+2.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of DOW.