OKABENA INVESTMENT SERVICES INC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1157519
Minneapolis, MN
Position in DIA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$600,748
+$68,080 QoQ
Shares Held
1,150
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#780
of 1,432 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,748 | 1,150 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $532,668 | 1,150 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $552,655 | 1,150 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $533,301 | 1,150 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $506,747 | 1,150 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $482,862 | 1,150 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $519,110 | 1,220 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||