Jackson, Grant Investment Advisers, Inc.

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1650300 STAMFORD, CT

Position in DIA

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$212,090

+$24,962 QoQ

Shares Held

406

+0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,225

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	$212,090	406	+0.5%	Shares	Sole	2026-07-31
2026-03-31	$187,128	404	+0.2%	Shares	Sole	2026-05-08
2025-12-31	$193,669	403	+0.5%	Shares	Sole	2026-01-27
2025-09-30	$185,959	401	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$176,260	400	+0.5%	Shares	Sole	2025-07-17
2025-03-31	$167,112	398	+0.5%	Shares	Sole	2025-05-06
2024-12-31	$168,498	396	+0.3%	Shares	Sole	2025-01-27
2024-09-30	$167,132	395	+0.3%	Shares	Sole	2024-10-17
2024-06-30	$154,105	394	+0.5%	Shares	Sole	2024-07-16
2024-03-31	$155,921	392	+0.5%	Shares	Sole	2024-05-08
2023-12-31	$146,979	390	+0.5%	Shares	Sole	2024-02-01
2023-09-30	$129,960	388	+0.5%	Shares	Sole	2023-10-13
2023-06-30	$132,726	386	+0.5%	Shares	Sole	2023-08-01
2023-03-31	$127,726	384	+0.5%	Shares	Sole	2023-05-02
2022-12-31	$126,568	382	+0.5%	Shares	Sole	2023-01-26
2022-09-30	$109,174	380	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$116,663	379	+0.5%	Shares	Sole	2022-08-04
2022-03-31	$130,754	377	+0.5%	Shares	Sole	2022-04-28
2021-12-31	$136,245	375	+0.3%	Shares	Sole	2022-01-24
2021-09-30	$126,520	374	+0.5%	Shares	Sole	2021-10-13
2021-06-30	$128,321	372	+0.3%	Shares	Sole	2021-07-15
2021-03-31	$122,496	371	+0.5%	Shares	Sole	2021-04-22
2020-12-31	$112,836	369	+0.5%	Shares	Sole	2021-03-03
2020-09-30	$101,842	367	+0.5%	Shares	Sole	2020-11-12
2020-06-30	$94,122	365	+0.6%	Shares	Sole	2020-08-14
2020-03-31	$79,580	363	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.