HCR Wealth Advisors

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1697715 LOS ANGELES, CA

Position in DIA

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$744,928

+$50,143 QoQ

Shares Held

1,426

-4.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#691

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$744,928	1,426	-4.9%	Shares	Sole	2026-07-13
2026-03-31	$694,785	1,500	-4.9%	Shares	Sole	2026-04-21
2025-12-31	$758,339	1,578	0.0%	Shares	Sole	2026-01-27
2025-09-30	$731,781	1,578	-1.4%	Shares	Sole	2025-10-03
2025-06-30	$705,040	1,600	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$671,388	1,599	-8.1%	Shares	Sole	2025-04-21
2024-12-31	$739,944	1,739	+0.1%	Shares	Sole	2025-01-14
2024-09-30	$734,959	1,737	+59.8%	Shares	Sole	2024-10-10
2024-06-30	$425,158	1,087	0.0%	Shares	Sole	2024-08-07
2024-03-31	$432,365	1,087	0.0%	Shares	Sole	2024-05-10
2023-12-31	$409,657	1,087	+51.2%	Shares	Sole	2024-02-09
2023-09-30	$240,829	719	-4.6%	Shares	Sole	2023-10-20
2023-06-30	$259,262	754	0.0%	Shares	Sole	2023-08-10
2023-03-31	$250,795	754	-3.0%	Shares	Sole	2023-05-12
2022-12-31	$257,443	777	-4.9%	Shares	Sole	2023-02-13
2022-09-30	$234,724	817	0.0%	Shares	Sole	2022-11-07
2022-06-30	$251,488	817	-19.6%	Shares	Sole	2022-08-12
2022-03-31	$352,379	1,016	-2.5%	Shares	Sole	2022-05-05
2021-12-31	$378,579	1,042	+0.1%	Shares	Sole	2022-02-04
2021-09-30	$352,159	1,041	0.0%	Shares	Sole	2021-11-02
2021-06-30	$359,092	1,041	0.0%	Shares	Sole	2021-07-21
2021-03-31	$343,717	1,041	-72.7%	Shares	Sole	2021-05-13
2020-12-31	$1,166,283	3,814	+0.3%	Shares	Sole	2021-02-04
2020-09-30	$1,055,332	3,803	0.0%	Shares	Sole	2020-11-05
2020-06-30	$980,679	3,803	-1.6%	Shares	Sole	2020-07-30
2020-03-31	$847,323	3,865	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.