Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$482,165
+$43,061 QoQ
Shares Held
923
-2.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#870
of 1,432 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,165 | 923 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $439,104 | 948 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $455,580 | 948 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $464,203 | 1,001 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $441,090 | 1,001 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $504,275 | 1,201 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $425,925 | 1,001 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $253,025 | 598 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $233,895 | 598 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $237,860 | 598 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||