Moisand Fitzgerald Tamayo, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1649107 ORLANDO, FL

Position in DIA

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$286,792

+$32,501 QoQ

Shares Held

549

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,086

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,792	549	0.0%	Shares	Sole	2026-07-13
2026-03-31	$254,291	549	0.0%	Shares	Sole	2026-04-14
2025-12-31	$263,832	549	0.0%	Shares	Sole	2026-01-14
2025-09-30	$254,593	549	0.0%	Shares	Sole	2025-10-23
2025-06-30	$241,916	549	0.0%	Shares	Sole	2025-07-16
2025-03-31	$230,514	549	0.0%	Shares	Sole	2025-04-22
2024-12-31	$233,599	549	0.0%	Shares	Sole	2025-02-04
2024-09-30	$232,292	549	0.0%	Shares	Sole	2024-10-09
2024-06-30	$214,730	549	0.0%	Shares	Sole	2024-07-31
2024-03-31	$218,370	549	-4.4%	Shares	Sole	2024-04-16
2023-12-31	$216,323	574	+4.6%	Shares	Sole	2024-01-18
2023-09-30	$183,887	549	-1.3%	Shares	Sole	2023-10-20
2023-06-30	$191,180	556	+1.3%	Shares	Sole	2023-07-12
2023-03-31	$182,608	549	+0.2%	Shares	Sole	2023-05-05
2022-12-31	$181,568	548	0.0%	Shares	Sole	2023-01-23
2022-09-30	$157,440	548	0.0%	Shares	Sole	2022-10-26
2022-06-30	$168,685	548	+996.0%	Shares	Sole	2022-08-01
2022-03-31	$17,341	50	-90.0%	Shares	Sole	2022-04-29
2021-12-31	$180,933	498	0.0%	Shares	Sole	2022-02-03
2021-09-30	$168,468	498	0.0%	Shares	Sole	2021-11-01
2021-06-30	$171,785	498	0.0%	Shares	Sole	2021-08-03
2021-03-31	$164,429	498	0.0%	Shares	Sole	2021-05-03
2020-12-31	$152,283	498	-31.2%	Shares	Sole	2021-02-02
2020-09-30	$200,910	724	-18.3%	Shares	Sole	2020-11-02
2020-06-30	$228,472	886	-8.9%	Shares	Sole	2020-08-07
2020-03-31	$213,310	973	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.