Capital Asset Advisory Services LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1666024
Williamston, MI
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$273,732
+$31,021 QoQ
Shares Held
524
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,104
of 1,432 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $273,732 | 524 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $242,711 | 524 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $251,818 | 524 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $242,536 | 523 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $230,459 | 523 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $219,177 | 522 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $222,111 | 522 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $220,868 | 522 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $203,778 | 521 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $208,824 | 525 | Shares | Sole | 2024-04-16 | |
| 2021-09-30 | $2,111,606 | 6,242 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,011,058 | 5,830 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,953,344 | 5,916 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,423,758 | 4,656 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $936,562 | 3,375 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $725,904 | 2,815 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $369,621 | 1,686 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||