Houlihan Financial Resource Group, Ltd.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1802879
ASHBURN, VA
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$509,852
+$57,779 QoQ
Shares Held
976
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#851
of 1,432 holders
Holding Since
Sep 2020
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,852 | 976 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $452,073 | 976 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $469,036 | 976 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $429,633 | 975 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $408,963 | 974 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $414,437 | 974 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $412,118 | 974 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $380,569 | 973 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $5,916,283 | 17,206 | Shares | Sole | 2023-08-02 | |
| 2020-09-30 | $110,722 | 399 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||