Planning Center, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1910966
MOLINE, IL
Position in DIA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$222,015
+$18,734 QoQ
Shares Held
425
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,194
of 1,432 holders
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,015 | 425 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $203,281 | 423 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||