Retirement Planning Group, LLC
PensionPosition in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1508195
LEAWOOD, KS
Position in DIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$360,449
+$132,097 QoQ
Shares Held
690
+40.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#984
of 1,432 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,449 | 690 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $228,352 | 493 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||