HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1484205
LONG BEACH, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$32,388
+$3,671 QoQ
Shares Held
62
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,366
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 | $32,388 | 62 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $28,717 | 62 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $29,795 | 62 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $28,751 | 62 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $27,320 | 62 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $52,065 | 124 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $58,719 | 138 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||