Milestones Private Investment Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1726041
FAIRPORT, NY
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$840,525
+$95,253 QoQ
Shares Held
1,609
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.38%
of 13F equity value
Holder Rank
#652
of 1,432 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,525 | 1,609 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $745,272 | 1,609 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $775,159 | 1,613 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $738,274 | 1,592 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $701,514 | 1,592 | Shares | Sole | 2025-09-11 | |
| No filing history on record for this holder in this stock. | ||||||