Plotkin Financial Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1826394
CHEVY CHASE, MD
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$201,642
-$45,994 QoQ
Shares Held
386
-45.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,258
of 1,432 holders
Holding Since
Dec 2021
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,642 | 386 | Shares | Sole | 2026-08-14 | |
| 2022-03-31 | $247,636 | 714 | Shares | Sole | 2024-11-15 | |
| 2021-12-31 | $261,227 | 719 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||