Aldebaran Financial Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1353110
KINGSPORT, TN
Position in DIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$359,404
+$48,604 QoQ
Shares Held
688
+2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#986
of 1,432 holders
Holding Since
Mar 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,404 | 688 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $310,800 | 671 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $328,229 | 683 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $321,371 | 693 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $309,776 | 703 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $288,877 | 688 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $293,595 | 690 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $335,957 | 794 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $301,952 | 772 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $303,888 | 764 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $222,730 | 591 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $202,979 | 606 | Shares | Sole | 2023-11-06 | |
| 2022-03-31 | $225,439 | 650 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $236,158 | 650 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $219,888 | 650 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $224,217 | 650 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $374,754 | 1,135 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||