Avantax Planning Partners, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1005441
DUBUQUE, IA
Position in DIA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$617,987
+$78,371 QoQ
Shares Held
1,183
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#769
of 1,432 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,987 | 1,183 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $539,616 | 1,165 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $552,655 | 1,150 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $533,301 | 1,150 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $497,934 | 1,130 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $518,551 | 1,235 | Shares | Sole | 2025-04-29 | |
| 2020-09-30 | $374,625 | 1,350 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $336,004 | 1,303 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $285,656 | 1,303 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||