Great Diamond Partners, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1801112
Portland, ME
Position in DIA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$261,195
+$25,895 QoQ
Shares Held
500
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,128
of 1,432 holders
Holding Since
Sep 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,195 | 500 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $235,300 | 508 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $243,648 | 507 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $233,724 | 504 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $221,646 | 503 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $210,359 | 501 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $212,750 | 500 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $211,560 | 500 | Shares | Sole | 2024-10-25 | |
| 2023-12-31 | $315,063 | 836 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $280,018 | 836 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||