Intrepid Financial Planning Group LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1641296
CARMEL, IN
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,641,203
+$255,312 QoQ
Shares Held
5,056
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#353
of 1,432 holders
Holding Since
Jun 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,641,203 | 5,056 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,385,891 | 5,151 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,475,416 | 5,151 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,388,724 | 5,151 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,280,804 | 5,176 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,179,177 | 5,190 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,207,919 | 5,189 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,960,738 | 4,634 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,989,678 | 5,087 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,914,816 | 4,814 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,814,252 | 4,814 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,647,954 | 4,920 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,862,291 | 5,416 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,768,207 | 5,316 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,702,042 | 5,137 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,593,653 | 5,547 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,734,565 | 5,635 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||