Peak Asset Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1632512
LOUISVILLE, CO
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$512,464
+$142,839 QoQ
Shares Held
981
+22.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#849
of 1,432 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,464 | 981 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $369,625 | 798 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $388,300 | 808 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $374,701 | 808 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $356,045 | 808 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $339,263 | 808 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $403,799 | 949 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $401,540 | 949 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $502,210 | 1,284 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $532,998 | 1,340 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $505,005 | 1,340 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $448,833 | 1,340 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $470,042 | 1,367 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $454,691 | 1,367 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $452,928 | 1,367 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $392,739 | 1,367 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $420,789 | 1,367 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $474,116 | 1,367 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $508,284 | 1,399 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $473,267 | 1,399 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $482,585 | 1,399 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,857,922 | 5,627 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,971,733 | 6,448 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,853,145 | 6,678 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,746,037 | 6,771 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,678,205 | 7,655 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||