LifeSteps Financial, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1801373
CLAREMONT, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$104,478
-$111,313 QoQ
Shares Held
200
-60.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,309
of 1,432 holders
Holding Since
Mar 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,478 | 200 | Shares | Sole | 2026-07-17 | |
| 2024-09-30 | $215,791 | 510 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $202,857 | 510 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||