Kaizen Financial Strategies

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1842013 CAMPBELL, CA

Position in DIA

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

Position Value

$1,774,558

+$97,348 QoQ

Shares Held

3,397

-6.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#446

of 1,432 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,774,558	3,397	-6.2%	Shares	Sole	2026-07-30
2026-03-31	$1,677,210	3,621	-11.5%	Shares	Sole	2026-05-01
2025-12-31	$1,966,492	4,092	-10.4%	Shares	Sole	2026-01-21
2025-09-30	$2,116,973	4,565	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$2,014,211	4,571	-9.3%	Shares	Sole	2025-08-08
2025-03-31	$2,115,775	5,039	+11.6%	Shares	Sole	2025-04-09
2024-12-31	$1,921,132	4,515	-1.5%	Shares	Sole	2025-02-14
2024-09-30	$1,939,582	4,584	-3.3%	Shares	Sole	2024-11-04
2024-06-30	$1,854,347	4,741	-57.6%	Shares	Sole	2024-08-05
2024-03-31	$4,452,525	11,194	+36.7%	Shares	Sole	2024-05-03
2023-12-31	$3,085,057	8,186	+4.1%	Shares	Sole	2024-01-18
2023-09-30	$2,632,707	7,860	+168.4%	Shares	Sole	2023-10-31
2023-06-30	$1,006,792	2,928	+4.9%	Shares	Sole	2023-08-08
2023-03-31	$928,009	2,790	-73.2%	Shares	Sole	2023-05-11
2022-12-31	$3,454,777	10,427	+25.5%	Shares	Sole	2023-01-19
2022-09-30	$2,386,601	8,307	+4.9%	Shares	Sole	2022-10-19
2022-06-30	$2,436,703	7,916	+3.2%	Shares	Sole	2022-07-18
2022-03-31	$2,661,573	7,674	+630.2%	Shares	Sole	2022-05-06
2021-12-31	$381,849	1,051	-4.9%	Shares	Sole	2022-01-26
2021-09-30	$373,810	1,105	-4.0%	Shares	Sole	2021-11-12
2021-03-31	$380,037	1,151	-54.8%	Shares	Sole	2021-05-28
2020-12-31	$779,152	2,548	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.