Johnson Bixby & Associates, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1844238 VANCOUVER, WA

Position in DIA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$26,827,860

+$3,020,821 QoQ

Shares Held

51,356

-0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

35.50%

of 13F equity value

Holder Rank

#74

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	$26,827,860	51,356	-0.1%	Shares	Sole	2026-07-16
2026-03-31	$23,807,039	51,398	-0.7%	Shares	Sole	2026-04-16
2025-12-31	$24,870,458	51,752	-1.7%	Shares	Sole	2026-01-14
2025-09-30	$24,418,229	52,655	+0.3%	Shares	Sole	2025-10-16
2025-06-30	$23,142,056	52,518	-0.1%	Shares	Sole	2025-07-17
2025-03-31	$22,069,312	52,561	+32.7%	Shares	Sole	2025-04-23
2024-12-31	$16,858,735	39,621	+3.8%	Shares	Sole	2025-01-21
2024-09-30	$16,151,759	38,173	-5.9%	Shares	Sole	2024-10-10
2024-06-30	$15,862,668	40,556	-1.4%	Shares	Sole	2024-07-19
2024-03-31	$16,359,073	41,128	-32.9%	Shares	Sole	2024-04-22
2023-12-31	$23,090,448	61,269	-4.9%	Shares	Sole	2024-01-18
2023-09-30	$21,571,114	64,401	-19.5%	Shares	Sole	2023-10-13
2023-06-30	$27,495,621	79,964	+1.0%	Shares	Sole	2023-07-21
2023-03-31	$26,328,536	79,155	-4.0%	Shares	Sole	2023-04-20
2022-12-31	$27,322,134	82,462	+2.5%	Shares	Sole	2023-01-19
2022-09-30	$23,115,583	80,458	+0.9%	Shares	Sole	2022-10-12
2022-06-30	$24,545,258	79,739	+3.8%	Shares	Sole	2022-07-13
2022-03-31	$26,635,850	76,798	+1.3%	Shares	Sole	2022-05-06
2021-12-31	$27,546,922	75,820	+6.8%	Shares	Sole	2022-01-31
2021-06-30	$24,485,930	70,984	+2.4%	Shares	Sole	2021-08-23
2021-03-31	$22,893,030	69,335	-2.2%	Shares	Sole	2021-05-25
2020-12-31	$21,676,535	70,887	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.