SEC 13F Intelligence

Strategic Planning, Inc. / DOW

Strategic Planning, Inc.’s Dow Hldgs Inc Position

Does Strategic Planning, Inc. own Dow Hldgs Inc (DOW)? Yes — 518.7K shares worth $22M (+10.84% of its 13F portfolio) as of Q1 2026, down from 1.00M shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
518.7K
% of Portfolio
+10.84%
Quarters Held
4
currently held

Position History DOW

Reported value by quarter
Q2 ’25: $8MQ2 ’25Q3 ’25: $12MQ3 ’25Q4 ’25: $23MQ4 ’25Q1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026518.7K$22M+10.84%
Q4 20251.00M$23M+12.52%
Q3 2025511.5K$12M+6.79%
Q2 2025239.2K$8M+4.71%

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