PRIVATE CLIENT SERVICES, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1457005
LOUISVILLE, KY
Position in DIA
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$387,090
-$28,854 QoQ
Shares Held
741
-17.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#950
of 1,432 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,090 | 741 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $415,944 | 898 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $320,540 | 667 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $286,127 | 617 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $242,357 | 550 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $238,911 | 569 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $220,409 | 518 | Shares | Sole | 2025-01-08 | |
| No filing history on record for this holder in this stock. | ||||||