Oak Harvest Investment Services

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1839430 HOUSTON, TX

Position in DIA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,575,031

+$653,556 QoQ

Shares Held

16,415

-4.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#181

of 1,432 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,575,031	16,415	-4.0%	Shares	Sole	2026-07-27
2026-03-31	$7,921,475	17,102	-4.9%	Shares	Sole	2026-04-23
2025-12-31	$8,639,206	17,977	-2.1%	Shares	Sole	2026-01-27
2025-09-30	$8,516,121	18,364	-0.5%	Shares	Sole	2025-10-17
2025-06-30	$8,129,111	18,448	-2.8%	Shares	Sole	2025-08-08
2025-03-31	$7,967,642	18,976	-4.3%	Shares	Sole	2025-05-14
2024-12-31	$8,433,410	19,820	-21.5%	Shares	Sole	2025-01-23
2024-09-30	$10,689,280	25,263	-4.9%	Shares	Sole	2024-10-25
2024-06-30	$10,386,457	26,555	-5.6%	Shares	Sole	2024-10-24
2024-03-31	$11,189,784	28,132	-6.1%	Shares	Sole	2024-10-24
2023-12-31	$11,285,372	29,945	-1.2%	Shares	Sole	2024-01-12
2023-09-30	$10,152,669	30,311	-3.8%	Shares	Sole	2023-10-25
2023-06-30	$10,838,495	31,521	-9.1%	Shares	Sole	2023-07-17
2023-03-31	$11,537,922	34,688	+2.5%	Shares	Sole	2023-04-20
2022-12-31	$11,213,201	33,843	+0.8%	Shares	Sole	2023-01-24
2022-09-30	$9,643,224	33,565	+13.9%	Shares	Sole	2022-10-14
2022-06-30	$9,074,841	29,481	+23.7%	Shares	Sole	2022-07-18
2022-03-31	$8,262,877	23,824	+11.5%	Shares	Sole	2022-05-04
2021-12-31	$7,764,875	21,372	+13.4%	Shares	Sole	2022-01-21
2021-09-30	$6,376,089	18,848	+11.5%	Shares	Sole	2021-10-08
2021-06-30	$5,829,655	16,900	+11.5%	Shares	Sole	2021-07-13
2021-03-31	$5,004,208	15,156	+11.4%	Shares	Sole	2021-04-12
2020-12-31	$4,161,801	13,610	—	Shares	Sole	2021-01-15
No filing history on record for this holder in this stock.