BURNS J W & CO INC/NY

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1047339 DEWITT, NY

Position in DIA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$810,226

+$152,034 QoQ

Shares Held

1,551

+9.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#662

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$810,226	1,551	+9.1%	Shares	Sole	2026-07-15
2026-03-31	$658,192	1,421	-0.1%	Shares	Sole	2026-04-17
2025-12-31	$683,851	1,423	-4.7%	Shares	Sole	2026-01-12
2025-09-30	$692,363	1,493	-0.5%	Shares	Sole	2025-10-20
2025-06-30	$661,415	1,501	-7.9%	Shares	Sole	2025-07-10
2025-03-31	$683,984	1,629	-0.6%	Shares	Sole	2025-04-08
2024-12-31	$697,394	1,639	-3.0%	Shares	Sole	2025-01-13
2024-09-30	$714,649	1,689	+1.5%	Shares	Sole	2024-10-04
2024-06-30	$650,840	1,664	-1.0%	Shares	Sole	2024-07-23
2024-03-31	$668,634	1,681	+0.2%	Shares	Sole	2024-04-17
2023-12-31	$632,387	1,678	0.0%	Shares	Sole	2024-01-18
2023-09-30	$562,046	1,678	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$578,699	1,683	-6.7%	Shares	Sole	2023-07-12
2023-03-31	$600,046	1,804	+10.7%	Shares	Sole	2023-04-17
2022-12-31	$539,736	1,629	+28.1%	Shares	Sole	2023-01-13
2022-09-30	$365,445	1,272	-0.2%	Shares	Sole	2022-10-04
2022-06-30	$392,162	1,274	0.0%	Shares	Sole	2022-07-14
2022-03-31	$441,861	1,274	0.0%	Shares	Sole	2022-04-08
2021-12-31	$462,869	1,274	0.0%	Shares	Sole	2022-01-20
2021-09-30	$430,981	1,274	0.0%	Shares	Sole	2021-10-13
2021-06-30	$439,466	1,274	-15.0%	Shares	Sole	2021-07-12
2021-03-31	$494,939	1,499	-0.3%	Shares	Sole	2021-04-16
2020-12-31	$459,908	1,504	+13.2%	Shares	Sole	2021-01-12
2020-09-30	$368,797	1,329	0.0%	Shares	Sole	2020-10-06
2020-06-30	$342,709	1,329	0.0%	Shares	Sole	2020-07-06
2020-03-31	$291,356	1,329	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.