APPLETON PARTNERS INC/MA

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1055290 BOSTON, MA

Position in DIA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$673,360

+$76,309 QoQ

Shares Held

1,289

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#734

of 1,432 holders

Holding Since

Dec 2020

23 quarters on record

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$673,360	1,289	0.0%	Shares	Sole	2026-07-21
2026-03-31	$597,051	1,289	0.0%	Shares	Sole	2026-04-28
2025-12-31	$619,454	1,289	0.0%	Shares	Sole	2026-01-09
2025-09-30	$597,760	1,289	0.0%	Shares	Sole	2025-11-05
2025-06-30	$567,997	1,289	-47.0%	Shares	Sole	2025-07-22
2025-03-31	$1,021,148	2,432	+317.9%	Shares	Sole	2025-04-22
2024-12-31	$247,641	582	-7.9%	Shares	Sole	2025-01-28
2024-09-30	$267,411	632	-8.9%	Shares	Sole	2024-10-01
2024-06-30	$271,444	694	-2.1%	Shares	Sole	2024-07-02
2024-03-31	$282,011	709	-7.3%	Shares	Sole	2024-04-01
2023-12-31	$288,305	765	-9.3%	Shares	Sole	2024-01-02
2023-09-30	$282,362	843	-1.7%	Shares	Sole	2023-10-03
2023-06-30	$295,023	858	-2.8%	Shares	Sole	2023-07-10
2023-03-31	$293,703	883	-5.4%	Shares	Sole	2023-04-10
2022-12-31	$309,130	933	-3.1%	Shares	Sole	2023-01-19
2022-09-30	$276,669	963	-4.0%	Shares	Sole	2022-10-27
2022-06-30	$308,743	1,003	0.0%	Shares	Sole	2022-07-08
2022-03-31	$347,870	1,003	+47.5%	Shares	Sole	2022-04-05
2021-12-31	$247,057	680	0.0%	Shares	Sole	2022-02-03
2021-09-30	$230,037	680	0.0%	Shares	Sole	2021-10-14
2021-06-30	$234,566	680	0.0%	Shares	Sole	2021-07-07
2021-03-31	$224,522	680	+1.5%	Shares	Sole	2021-04-19
2020-12-31	$204,879	670	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.