Pacific Center for Financial Services

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1698222 SAN RAMON, CA

Position in DIA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$418,956

+$47,941 QoQ

Shares Held

802

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#918

of 1,431 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,956	802	+0.1%	Shares	Sole	2026-08-05
2026-03-31	$371,015	801	-1.5%	Shares	Sole	2026-05-12
2025-12-31	$390,703	813	0.0%	Shares	Sole	2026-02-17
2025-09-30	$377,020	813	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$357,807	812	0.0%	Shares	Sole	2025-08-18
2025-03-31	$340,942	812	0.0%	Shares	Sole	2025-05-15
2024-12-31	$345,506	812	-2.5%	Shares	Sole	2025-02-18
2024-09-30	$352,458	833	0.0%	Shares	Sole	2024-11-15
2024-06-30	$325,811	833	+0.1%	Shares	Sole	2024-08-15
2024-03-31	$330,936	832	-28.3%	Shares	Sole	2024-05-20
2023-12-31	$437,546	1,161	+0.1%	Shares	Sole	2024-02-20
2023-09-30	$388,542	1,160	-1.2%	Shares	Sole	2023-11-15
2023-06-30	$403,679	1,174	+0.1%	Shares	Sole	2023-08-10
2023-03-31	$390,163	1,173	-4.9%	Shares	Sole	2023-05-16
2022-09-30	$354,528	1,234	-1.9%	Shares	Sole	2022-11-14
2022-06-30	$387,237	1,258	-14.5%	Shares	Sole	2022-08-12
2022-03-31	$510,533	1,472	0.0%	Shares	Sole	2022-05-10
2021-12-31	$534,807	1,472	-14.9%	Shares	Sole	2022-02-14
2021-09-30	$584,903	1,729	0.0%	Shares	Sole	2021-11-15
2021-06-30	$596,418	1,729	0.0%	Shares	Sole	2021-08-16
2021-03-31	$570,881	1,729	+0.1%	Shares	Sole	2021-05-17
2020-12-31	$528,405	1,728	0.0%	Shares	Sole	2021-02-18
2020-09-30	$479,520	1,728	-7.6%	Shares	Sole	2020-11-03
2020-06-30	$482,474	1,871	0.0%	Shares	Sole	2020-08-06
2020-03-31	$410,179	1,871	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.