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Disclosery

Royal Fund Management, LLC: DOW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Royal Fund Management, LLC on DOW, newest first. How the timeline and the estimate are built.

Royal Fund Management, LLC held 72,243 DOW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,243 shares
    Change vs previous 13F +11,297 shares

    0.17% of the 13F portfolio, value $1,976,571.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,946 shares
    Change vs previous 13F -6,820 shares

    0.24% of the 13F portfolio, value $2,538,458.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 67,766 shares
    Change vs previous 13F +19,204 shares

    0.15% of the 13F portfolio, value $1,584,461.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,562 shares
    Change vs previous 13F -6,571 shares

    0.13% of the 13F portfolio, value $1,113,564.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 55,133 shares
    Change vs previous 13F +11,622 shares

    0.16% of the 13F portfolio, value $1,459,901.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,511 shares
    Change vs previous 13F +7,533 shares

    0.18% of the 13F portfolio, value $1,520,232.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,978 shares
    Change vs previous 13F -3,813 shares

    0.16% of the 13F portfolio, value $1,444,561.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 39,791 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,174,806.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).