Gradient Capital Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1727917
SAN DIEGO, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$248,135
+$33,679 QoQ
Shares Held
475
+2.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,144
of 1,432 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,135 | 475 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $214,456 | 463 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $222,503 | 463 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $214,711 | 463 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $204,020 | 463 | Shares | Sole | 2025-07-16 | |
| 2020-03-31 | $537,551 | 2,452 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||