Essex Financial Services, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1315785
ESSEX, CT
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,650,606
+$301,307 QoQ
Shares Held
5,074
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#351
of 1,432 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,650,606 | 5,074 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,349,299 | 5,072 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,436,009 | 5,069 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,212,039 | 4,770 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,100,578 | 4,767 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,032,219 | 4,840 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,075,589 | 4,878 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,221,380 | 5,250 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,063,993 | 5,277 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,836,060 | 4,616 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,738,501 | 4,613 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,556,512 | 4,647 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,606,467 | 4,672 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,454,547 | 4,373 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,449,237 | 4,374 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,239,699 | 4,315 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,150,938 | 3,739 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,296,450 | 3,738 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,357,726 | 3,737 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,221,903 | 3,612 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,071,414 | 3,106 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,025,539 | 3,106 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $899,634 | 2,942 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $705,960 | 2,544 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $466,228 | 1,808 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $243,564 | 1,111 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||