Strategic Planning, Inc.: DOW position timeline

Strategic Planning, Inc. held 518,674 DOW shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 518,674 shares

   Change vs previous 13F -484,744 shares

   10.84% of the 13F portfolio, value $21,602,788.

   13F-HR 0001213900-26-058124 filed by Strategic Planning, Inc.
   Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 1,003,418 shares

   Change vs previous 13F +491,921 shares

   12.52% of the 13F portfolio, value $23,235,142.

   13F-HR 0001213900-26-017626 filed by Strategic Planning, Inc.
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 511,497 shares

   Change vs previous 13F +271,260 shares

   6.79% of the 13F portfolio, value $11,728,613.

   13F-HR 0001213900-25-100168 filed by Strategic Planning, Inc.
   Filed 2025-10-20 (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).

4. period ended2025-06-30

   13F 240,237 shares

   Change vs previous 13F +1,015 shares

   3.81% of the 13F portfolio, value $6,361,473.

   13F-HR 0001213900-25-100166 filed by Strategic Planning, Inc.
   Filed 2025-10-20 (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).

5. period ended2025-03-31

   13F 239,222 shares

   Change vs previous 13F not available

   4.71% of the 13F portfolio, value $8,353,640.

   13F-HR 0001213900-25-063531 filed by Strategic Planning, Inc.
   Filed 2025-07-14 (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).