Birch Capital Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1799859
DALLAS, TX
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$109,701
+$36,054 QoQ
Shares Held
210
+32.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,305
of 1,432 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $109,701 | 210 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $73,647 | 159 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $62,954 | 131 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $58,431 | 126 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $55,521 | 126 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $52,904 | 126 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||