Prosperity Planning, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1843292
NORTH KANSAS CITY, MO
Position in DIA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$414,777
+$47,005 QoQ
Shares Held
794
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#921
of 1,432 holders
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,777 | 794 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $367,772 | 794 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $381,572 | 794 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $372,846 | 804 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $354,282 | 804 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $337,583 | 804 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $345,506 | 812 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $342,727 | 810 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $314,859 | 805 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $316,219 | 795 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $299,611 | 795 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $266,285 | 795 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $273,360 | 795 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $260,108 | 782 | Shares | Sole | 2023-04-13 | |
| 2022-09-30 | $224,668 | 782 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $240,715 | 782 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $271,221 | 782 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $284,116 | 782 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $260,483 | 770 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $265,611 | 770 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $254,238 | 770 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $235,458 | 770 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||