SS&H Financial Advisors, Inc.: DOW position timeline

SS&H Financial Advisors, Inc. held 0 DOW shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -23,512 shares

   13F-HR 0001911735-25-000005 filed by SS&H Financial Advisors, Inc.
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 23,512 shares

   Change vs previous 13F -3,489 shares

   0.21% of the 13F portfolio, value $622,610.

   13F-HR 0001911735-25-000003 filed by SS&H Financial Advisors, Inc.
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 27,001 shares

   Change vs previous 13F +3,850 shares

   0.35% of the 13F portfolio, value $943,000.

   13F-HR 0001911735-25-000002 filed by SS&H Financial Advisors, Inc.
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 23,151 shares

   Change vs previous 13F +2,990 shares

   0.34% of the 13F portfolio, value $930,000.

   13F-HR 0001911735-25-000001 filed by SS&H Financial Advisors, Inc.
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 20,161 shares

   Change vs previous 13F not available

   0.4% of the 13F portfolio, value $1,101,000.

   13F-HR 0001911735-24-000004 filed by SS&H Financial Advisors, Inc.
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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