Strategies Wealth Advisors, LLC: DOW position timeline

Strategies Wealth Advisors, LLC held 22,015 DOW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 22,015 shares

   Change vs previous 13F +205 shares

   0.05% of the 13F portfolio, value $602,339.

   13F-HR 0001976435-26-000004 filed by Strategies Wealth Advisors, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 21,810 shares

   Change vs previous 13F -291 shares

   0.09% of the 13F portfolio, value $908,400.

   13F-HR 0001976435-26-000003 filed by Strategies Wealth Advisors, LLC
   Filed 2026-05-15 (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).

3. period ended2025-12-31

   13F 22,101 shares

   Change vs previous 13F +293 shares

   0.05% of the 13F portfolio, value $516,728.

   13F-HR 0001976435-26-000001 filed by Strategies Wealth Advisors, LLC
   Filed 2026-02-13 (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).

4. period ended2025-09-30

   13F 21,808 shares

   Change vs previous 13F +941 shares

   0.05% of the 13F portfolio, value $500,047.

   13F-HR 0000905729-25-000182 filed by Strategies Wealth Advisors, LLC
   Filed 2025-11-12 (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 ended2025-06-30

   13F 20,867 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $552,564.

   13F-HR 0000905729-25-000134 filed by Strategies Wealth Advisors, LLC
   Filed 2025-08-08 (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).