FINANCIAL MANAGEMENT NETWORK INC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1844831
MISSION VIEJO, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$214,702
-$26,619 QoQ
Shares Held
411
-21.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,222
of 1,432 holders
Holding Since
Dec 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,702 | 411 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $241,321 | 521 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $249,896 | 520 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $240,217 | 518 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $227,816 | 517 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $210,622 | 495 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $209,021 | 494 | Shares | Sole | 2024-10-23 | |
| 2023-09-30 | $247,528 | 739 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $253,073 | 736 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $243,810 | 733 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $241,870 | 730 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $199,098 | 693 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $243,485 | 791 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $261,509 | 754 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $303,372 | 835 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $282,472 | 835 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $287,688 | 834 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $275,370 | 834 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $261,756 | 856 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||