Keystone Financial Group

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1729299 LEXINGTON, KY

Position in DIA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,836,432

+$1,126,771 QoQ

Shares Held

7,344

+25.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#295

of 1,432 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,836,432	7,344	+25.5%	Shares	Sole	2026-07-29
2026-03-31	$2,709,661	5,850	-5.8%	Shares	Sole	2026-05-13
2025-12-31	$2,983,859	6,209	+9.7%	Shares	Sole	2026-02-06
2025-09-30	$2,625,695	5,662	+1.5%	Shares	Sole	2025-11-17
2025-06-30	$2,459,267	5,581	-6.0%	Shares	Sole	2025-08-13
2025-03-31	$2,493,247	5,938	-13.4%	Shares	Sole	2025-05-13
2024-12-31	$2,917,228	6,856	-1.5%	Shares	Sole	2025-02-13
2024-09-30	$2,944,068	6,958	-7.0%	Shares	Sole	2025-02-19
2024-03-31	$2,974,449	7,478	+18.4%	Shares	Sole	2024-05-08
2023-12-31	$2,379,557	6,314	-3.0%	Shares	Sole	2024-02-14
2023-09-30	$2,179,854	6,508	-15.9%	Shares	Sole	2023-11-06
2023-06-30	$2,659,679	7,735	-2.4%	Shares	Sole	2023-08-07
2022-12-31	$2,626,121	7,926	-1.5%	Shares	Sole	2023-02-07
2022-09-30	$2,312,477	8,049	-0.8%	Shares	Sole	2022-11-10
2022-06-30	$2,498,267	8,116	-0.3%	Shares	Sole	2022-08-05
2022-03-31	$2,822,155	8,137	-1.5%	Shares	Sole	2022-05-13
2021-12-31	$3,000,659	8,259	-6.1%	Shares	Sole	2022-02-11
2021-09-30	$2,975,260	8,795	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$3,044,183	8,825	-2.3%	Shares	Sole	2021-08-13
2021-03-31	$2,982,185	9,032	+1.4%	Shares	Sole	2021-05-11
2020-12-31	$2,722,448	8,903	+3.5%	Shares	Sole	2021-02-10
2020-09-30	$2,387,332	8,603	-17.2%	Shares	Sole	2020-11-13
2020-06-30	$2,680,042	10,393	-20.5%	Shares	Sole	2020-08-13
2020-03-31	$2,867,309	13,079	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.