GRIMES & Co WEALTH MANAGEMENT, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1321993
WESTBOROUGH, MA
Position in DIA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,611,658
+$515,206 QoQ
Shares Held
8,828
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#265
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 | $4,611,658 | 8,828 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,096,452 | 8,844 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,926,256 | 8,170 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,713,629 | 8,008 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,393,005 | 7,700 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,207,463 | 7,639 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,176,357 | 7,465 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,106,970 | 7,343 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,675,720 | 6,841 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,580,269 | 6,487 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,436,464 | 6,465 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,765,521 | 5,271 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,800,398 | 5,236 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,777,853 | 5,345 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,603,637 | 4,840 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $946,366 | 3,294 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $939,774 | 3,053 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $967,308 | 2,789 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $996,223 | 2,742 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $952,624 | 2,816 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $930,675 | 2,698 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $855,496 | 2,591 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $739,400 | 2,418 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||