Welch & Forbes LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 105495
Boston, MA
Position in DIA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$475,897
+$53,931 QoQ
Shares Held
911
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#875
of 1,432 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,897 | 911 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $421,966 | 911 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $437,799 | 911 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $422,467 | 911 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $401,432 | 911 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $382,510 | 911 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $387,630 | 911 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $385,462 | 911 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $356,319 | 911 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $362,359 | 911 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $391,944 | 1,040 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $348,348 | 1,040 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $357,604 | 1,040 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $345,924 | 1,040 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $344,583 | 1,040 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $298,792 | 1,040 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $320,132 | 1,040 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $360,703 | 1,040 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $377,852 | 1,040 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $365,353 | 1,080 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $358,748 | 1,040 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $343,387 | 1,040 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $318,021 | 1,040 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||