IPG Investment Advisors LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1602237 SAN DIEGO, CA

Position in DIA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$694,256

+$107,395 QoQ

Shares Held

1,329

+4.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#722

of 1,432 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 50% Shared 0% None 50%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$694,256	1,329	+4.9%	Shares	Sole	2026-08-12
2026-03-31	$586,861	1,267	-80.8%	Shares	Sole	2026-05-12
2025-12-31	$3,167,436	6,591	+568.5%	Shares	Sole	2026-02-09
2025-09-30	$457,247	986	-4.8%	Shares	Sole	2025-11-13
2025-06-30	$456,513	1,036	+5.1%	Shares	Sole	2025-08-14
2025-03-31	$414,001	986	+7.1%	Shares	Sole	2025-05-09
2024-12-31	$391,885	921	+25.1%	Shares	Sole	2025-02-12
2024-09-30	$311,416	736	-25.4%	Shares	Sole	2024-11-13
2024-06-30	$385,654	986	-90.6%	Shares	Sole	2024-08-13
2024-03-31	$4,170,911	10,486	+1324.7%	Shares	Sole	2024-05-15
2023-12-31	$277,376	736	-44.9%	Shares	Sole	2024-02-12
2023-09-30	$447,493	1,336	+10.3%	Shares	Sole	2023-11-09
2023-06-30	$416,402	1,211	+16.2%	Shares	Sole	2023-08-09
2023-03-31	$346,590	1,042	-3.7%	Shares	Sole	2023-05-12
2022-12-31	$358,499	1,082	-33.3%	Shares	Sole	2023-02-14
2022-09-30	$466,000	1,622	+38.4%	Shares	Sole	2022-11-14
2022-06-30	$360,765	1,172	+18.1%	Shares	Sole	2022-08-08
2022-03-31	$344,055	992	+43.4%	Shares	Sole	2022-05-13
2021-12-31	$251,417	692	0.0%	Shares	Sole	2022-02-14
2021-09-30	$234,096	692	-94.1%	Shares	Sole	2021-11-08
2021-06-30	$4,043,503	11,722	+685.7%	Shares	Sole	2021-08-13
2021-03-31	$492,628	1,492	+50.4%	Shares	Sole	2021-05-12
2020-12-31	$303,343	992	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.