Everhart Financial Group, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1852858
Dublin, OH
Position in DIA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$429,926
+$48,721 QoQ
Shares Held
823
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#905
of 1,432 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,926 | 823 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $381,205 | 823 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $395,509 | 823 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $416,438 | 898 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $404,516 | 918 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $259,485 | 618 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $262,959 | 618 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $261,488 | 618 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $241,718 | 618 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $245,815 | 618 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $232,905 | 618 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||