Ranch Capital Advisors Inc.

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1793269 SARASOTA, FL

Position in DIA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$401,717

+$49,693 QoQ

Shares Held

769

+1.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#932

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,717	769	+1.2%	Shares	Sole	2026-08-03
2026-03-31	$352,024	760	0.0%	Shares	Sole	2026-05-06
2025-12-31	$365,233	760	0.0%	Shares	Sole	2026-02-05
2025-09-30	$352,442	760	0.0%	Shares	Sole	2025-11-14
2025-06-30	$334,894	760	0.0%	Shares	Sole	2025-07-31
2025-03-31	$319,108	760	-1.0%	Shares	Sole	2025-05-09
2024-12-31	$326,784	768	-3.4%	Shares	Sole	2025-02-07
2024-09-30	$336,380	795	0.0%	Shares	Sole	2024-11-12
2024-06-30	$310,948	795	0.0%	Shares	Sole	2024-08-13
2024-03-31	$316,219	795	0.0%	Shares	Sole	2024-05-13
2023-12-31	$299,611	795	-4.1%	Shares	Sole	2024-02-14
2023-09-30	$277,673	829	0.0%	Shares	Sole	2023-11-13
2023-06-30	$285,051	829	0.0%	Shares	Sole	2023-08-11
2023-03-31	$275,741	829	0.0%	Shares	Sole	2023-05-12
2022-12-31	$274,672	829	+0.6%	Shares	Sole	2023-02-10
2022-09-30	$236,735	824	0.0%	Shares	Sole	2022-11-10
2022-06-30	$253,643	824	0.0%	Shares	Sole	2022-08-10
2022-03-31	$285,787	824	+6.5%	Shares	Sole	2022-05-12
2021-12-31	$281,209	774	0.0%	Shares	Sole	2022-02-08
2021-09-30	$261,836	774	-3.1%	Shares	Sole	2021-11-15
2021-06-30	$275,615	799	+0.3%	Shares	Sole	2021-08-16
2021-03-31	$263,153	797	+0.4%	Shares	Sole	2021-05-17
2020-12-31	$242,797	794	+1488.0%	Shares	Sole	2021-02-16
2020-09-30	$13,875	50	0.0%	Shares	Sole	2020-11-16
2020-06-30	$12,893	50	-77.8%	Shares	Sole	2020-08-12
2020-03-31	$49,326	225	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.