IEQ CAPITAL, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1779789 Foster City, CA

Position in DIA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,834,050

+$806,587 QoQ

Shares Held

11,168

+2.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#232

of 1,432 holders

Holding Since

Mar 2020

25 quarters on record

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,834,050	11,168	+2.9%	Shares	Sole	2026-08-11
2026-03-31	$5,027,463	10,854	+27.5%	Shares	Sole	2026-05-15
2025-12-31	$4,089,649	8,510	+63.7%	Shares	Sole	2026-02-13
2025-09-30	$2,410,984	5,199	-3.6%	Shares	Sole	2025-11-14
2025-06-30	$2,375,984	5,392	-42.6%	Shares	Sole	2025-08-14
2025-03-31	$3,942,252	9,389	+104.1%	Shares	Sole	2025-05-14
2024-12-31	$1,957,725	4,601	-3.1%	Shares	Sole	2025-02-03
2024-09-30	$2,009,396	4,749	+8.0%	Shares	Sole	2024-11-14
2024-06-30	$1,720,189	4,398	+37.7%	Shares	Sole	2024-08-12
2024-03-31	$1,270,843	3,195	+5.5%	Shares	Sole	2024-05-09
2023-12-31	$1,141,539	3,029	-31.0%	Shares	Sole	2024-02-07
2023-09-30	$1,470,765	4,391	-0.6%	Shares	Sole	2023-11-06
2023-06-30	$1,519,473	4,419	+0.6%	Shares	Sole	2023-08-08
2023-03-31	$1,460,534	4,391	+0.8%	Shares	Sole	2023-05-02
2022-12-31	$1,443,936	4,358	0.0%	Shares	Sole	2023-02-06
2022-09-30	$1,252,053	4,358	0.0%	Shares	Sole	2022-11-04
2022-06-30	$1,341,479	4,358	0.0%	Shares	Sole	2022-07-27
2022-03-31	$1,511,485	4,358	+5.4%	Shares	Sole	2022-04-26
2021-12-31	$1,501,601	4,133	0.0%	Shares	Sole	2022-01-31
2021-09-30	$1,398,152	4,133	0.0%	Shares	Sole	2021-11-09
2021-06-30	$1,425,678	4,133	0.0%	Shares	Sole	2021-07-29
2021-03-31	$1,364,633	4,133	+0.2%	Shares	Sole	2021-05-04
2020-09-30	$1,144,965	4,126	0.0%	Shares	Sole	2020-11-03
2020-06-30	$1,063,971	4,126	+0.3%	Shares	Sole	2020-07-31
2020-03-31	$902,131	4,115	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.