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SHEPHERD KAPLAN KROCHUK, LLC: DOW position timeline

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

SHEPHERD KAPLAN KROCHUK, LLC held 19,631 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 19,631 shares
    Change vs previous 13F -7,071 shares

    0.43% of the 13F portfolio, value $537,104.

    13F-HR 0000919574-26-005448 filed by SHEPHERD KAPLAN KROCHUK, 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 26,702 shares
    Change vs previous 13F -2,985 shares

    0.93% of the 13F portfolio, value $1,112,138.

    13F-HR 0000919574-26-003276 filed by SHEPHERD KAPLAN KROCHUK, 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 29,687 shares
    Change vs previous 13F -3,882 shares

    0.57% of the 13F portfolio, value $694,082.

    13F-HR 0000919574-26-000962 filed by SHEPHERD KAPLAN KROCHUK, 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 33,569 shares
    Change vs previous 13F +5,110 shares

    0.63% of the 13F portfolio, value $769,737.

    13F-HR 0000919574-25-006712 filed by SHEPHERD KAPLAN KROCHUK, 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 28,459 shares
    Change vs previous 13F +4,605 shares

    0.65% of the 13F portfolio, value $753,594.

    13F-HR 0000919574-25-004649 filed by SHEPHERD KAPLAN KROCHUK, 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 23,854 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $832,982.

    13F-HR 0000919574-25-003040 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

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