Pinnacle Wealth Planning Services, Inc.

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1726752 MANSFIELD, OH

Position in DIA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,155,004

+$130,891 QoQ

Shares Held

2,211

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#556

of 1,432 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,155,004	2,211	0.0%	Shares	Sole	2026-08-07
2026-03-31	$1,024,113	2,211	0.0%	Shares	Sole	2026-05-11
2025-12-31	$1,062,540	2,211	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,024,865	2,210	-2.2%	Shares	Sole	2025-11-13
2025-06-30	$995,869	2,260	+18.3%	Shares	Sole	2025-08-11
2025-03-31	$801,970	1,910	+6.1%	Shares	Sole	2025-05-15
2024-12-31	$765,900	1,800	+239.6%	Shares	Sole	2025-02-27
2024-09-30	$224,253	530	-97.2%	Shares	Sole	2024-11-13
2022-12-31	$6,326,415	19,094	0.0%	Shares	Sole	2023-02-13
2022-09-30	$5,485,706	19,094	0.0%	Shares	Sole	2022-11-09
2022-06-30	$5,877,515	19,094	0.0%	Shares	Sole	2022-08-03
2022-03-31	$6,622,372	19,094	+0.2%	Shares	Sole	2022-04-20
2021-12-31	$6,926,332	19,064	0.0%	Shares	Sole	2022-01-21
2021-09-30	$6,449,160	19,064	0.0%	Shares	Sole	2021-10-29
2021-06-30	$6,576,126	19,064	0.0%	Shares	Sole	2021-08-02
2021-03-31	$6,294,551	19,064	-0.2%	Shares	Sole	2021-04-29
2020-12-31	$5,841,812	19,104	0.0%	Shares	Sole	2021-02-12
2020-09-30	$5,301,360	19,104	0.0%	Shares	Sole	2020-11-03
2020-06-30	$4,926,348	19,104	-1.8%	Shares	Sole	2020-07-27
2020-03-31	$4,265,558	19,457	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.