Perennial Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1697360
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,156,049
New position
Shares Held
2,213
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#555
of 1,432 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 29%
Shared 0%
None 71%
All Filings in DIA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,049 | 2,213 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||