Perennial Investment Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1801523
Los Angeles, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$639,927
+$56,308 QoQ
Shares Held
1,225
-2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#754
of 1,432 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,927 | 1,225 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $583,619 | 1,260 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $649,250 | 1,351 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $644,598 | 1,390 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $636,739 | 1,445 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $707,497 | 1,685 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $531,449 | 1,249 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $411,272 | 972 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $270,033 | 815 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,196,317 | 4,164 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,327,627 | 4,313 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,492,409 | 4,303 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,519,040 | 4,181 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,411,684 | 4,173 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||