Perigon Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1575239
SAN FRANCISCO, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,493,513
+$147,947 QoQ
Shares Held
2,859
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#489
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,493,513 | 2,859 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,345,566 | 2,905 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,388,366 | 2,889 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,339,281 | 2,888 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,353,236 | 3,071 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,255,441 | 2,990 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,272,245 | 2,990 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,250,319 | 2,955 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,194,902 | 3,055 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,215,156 | 3,055 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,147,192 | 3,044 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,032,315 | 3,082 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,088,972 | 3,167 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,028,461 | 3,092 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $652,388 | 1,969 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $757,610 | 2,637 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $816,338 | 2,652 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $588,223 | 1,696 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $560,966 | 1,544 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $454,661 | 1,344 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $463,612 | 1,344 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $443,761 | 1,344 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $419,849 | 1,373 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $392,107 | 1,413 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $859,480 | 3,333 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $762,481 | 3,478 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||