O'ROURKE & COMPANY, Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1911468
BOSTON, MA
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$321,269
+$15,564 QoQ
Shares Held
615
-6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,030
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 | $321,269 | 615 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $305,705 | 660 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $377,728 | 786 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $317,661 | 685 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $301,404 | 684 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $291,396 | 694 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $279,979 | 658 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $277,989 | 657 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $256,972 | 657 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $260,930 | 656 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $231,398 | 614 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||