Zhang Financial LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1776290 PORTAGE, MI

Position in DIA

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

Position Value

$998,287

-$2,666 QoQ

Shares Held

1,911

-11.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#588

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$998,287	1,911	-11.6%	Shares	Sole	2026-07-30
2026-03-31	$1,000,953	2,161	-3.2%	Shares	Sole	2026-05-06
2025-12-31	$1,073,112	2,233	0.0%	Shares	Sole	2026-02-10
2025-09-30	$1,035,531	2,233	-3.0%	Shares	Sole	2025-11-10
2025-06-30	$1,014,816	2,303	0.0%	Shares	Sole	2025-08-01
2025-03-31	$966,983	2,303	0.0%	Shares	Sole	2025-04-15
2024-12-31	$979,926	2,303	0.0%	Shares	Sole	2025-01-16
2024-09-30	$974,445	2,303	0.0%	Shares	Sole	2024-10-15
2024-06-30	$900,772	2,303	0.0%	Shares	Sole	2024-07-19
2024-03-31	$916,041	2,303	0.0%	Shares	Sole	2024-04-24
2023-12-31	$867,931	2,303	0.0%	Shares	Sole	2024-01-31
2023-09-30	$771,389	2,303	0.0%	Shares	Sole	2023-10-11
2023-06-30	$791,886	2,303	0.0%	Shares	Sole	2023-07-18
2023-03-31	$766,023	2,303	+3.8%	Shares	Sole	2023-05-11
2022-12-31	$734,889	2,218	0.0%	Shares	Sole	2023-05-17
2022-09-30	$637,231	2,218	+82.1%	Shares	Sole	2022-10-18
2022-06-30	$374,924	1,218	0.0%	Shares	Sole	2022-07-14
2022-03-31	$422,438	1,218	+8.5%	Shares	Sole	2022-04-21
2021-12-31	$408,008	1,123	0.0%	Shares	Sole	2022-02-10
2021-09-30	$379,899	1,123	0.0%	Shares	Sole	2021-10-20
2021-06-30	$387,378	1,123	0.0%	Shares	Sole	2021-07-26
2021-03-31	$370,792	1,123	0.0%	Shares	Sole	2021-04-21
2020-12-31	$343,402	1,123	0.0%	Shares	Sole	2021-01-20
2020-09-30	$311,632	1,123	0.0%	Shares	Sole	2020-10-13
2020-06-30	$289,588	1,123	0.0%	Shares	Sole	2020-07-23
2020-03-31	$246,195	1,123	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.