Kelman-Lazarov, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1672067
MEMPHIS, TN
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,566,647
+$180,783 QoQ
Shares Held
2,999
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#477
of 1,432 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,566,647 | 2,999 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,385,864 | 2,992 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,334,542 | 2,777 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,282,704 | 2,766 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,076,067 | 2,442 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,020,308 | 2,430 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,031,837 | 2,425 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,026,066 | 2,425 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $948,490 | 2,425 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $964,965 | 2,426 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $914,286 | 2,426 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $812,588 | 2,426 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $853,779 | 2,483 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,139,223 | 3,425 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,134,805 | 3,425 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $984,002 | 3,425 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,054,283 | 3,425 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,541,659 | 4,445 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,614,957 | 4,445 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,503,699 | 4,445 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,533,302 | 4,445 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,535,337 | 4,650 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,421,923 | 4,650 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,290,375 | 4,650 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,199,095 | 4,650 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,019,419 | 4,650 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||