Pinnacle Family Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1679064
Springfield, MO
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,382,766
+$122,427 QoQ
Shares Held
2,647
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#514
of 1,432 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,382,766 | 2,647 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,260,339 | 2,721 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,452,829 | 5,104 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,312,384 | 2,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,301,680 | 2,954 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,926,983 | 6,971 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,422,446 | 3,343 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,283,499 | 12,487 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,247,704 | 3,190 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,462,563 | 3,677 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,131,461 | 13,616 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,059,781 | 3,164 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,081,752 | 3,146 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,100,639 | 3,309 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,718,902 | 29,333 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,933,045 | 10,209 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,403,257 | 11,056 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,991,399 | 20,158 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,343,577 | 31,222 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||