Plancorp, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1599579 SAINT LOUIS, MO

Position in DIA

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$851,495

+$390,621 QoQ

Shares Held

1,630

+63.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#647

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$851,495	1,630	+63.8%	Shares	Sole	2026-07-14
2026-03-31	$460,874	995	+0.3%	Shares	Sole	2026-04-14
2025-12-31	$476,725	992	+0.4%	Shares	Sole	2026-02-05
2025-09-30	$458,175	988	+0.3%	Shares	Sole	2025-10-15
2025-06-30	$434,040	985	+0.4%	Shares	Sole	2025-07-16
2025-03-31	$411,902	981	-16.7%	Shares	Sole	2025-05-15
2024-12-31	$500,813	1,177	+0.3%	Shares	Sole	2025-02-11
2024-09-30	$496,319	1,173	+0.3%	Shares	Sole	2024-11-12
2024-06-30	$457,622	1,170	+0.3%	Shares	Sole	2024-08-09
2024-03-31	$463,788	1,166	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$437,922	1,162	+0.4%	Shares	Sole	2024-02-09
2023-09-30	$387,537	1,157	+0.3%	Shares	Sole	2023-11-08
2023-06-30	$396,459	1,153	+0.4%	Shares	Sole	2023-07-26
2023-03-31	$381,847	1,148	+0.3%	Shares	Sole	2023-05-11
2022-12-31	$379,041	1,144	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$327,522	1,140	+0.4%	Shares	Sole	2022-11-10
2022-06-30	$349,375	1,135	+0.4%	Shares	Sole	2022-08-04
2022-03-31	$392,264	1,131	+0.4%	Shares	Sole	2022-05-13
2021-12-31	$409,461	1,127	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$379,899	1,123	+0.3%	Shares	Sole	2021-11-15
2021-06-30	$386,344	1,120	+0.3%	Shares	Sole	2021-08-13
2021-03-31	$368,811	1,117	+0.4%	Shares	Sole	2021-05-14
2020-12-31	$340,038	1,112	+0.3%	Shares	Sole	2021-02-09
2020-09-30	$307,747	1,109	+0.5%	Shares	Sole	2020-11-16
2020-06-30	$284,688	1,104	+0.5%	Shares	Sole	2020-08-11
2020-03-31	$240,933	1,099	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.