Forum Financial Management, LP
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1911832
LOMBARD, IL
Position in DIA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$589,778
+$67,300 QoQ
Shares Held
1,129
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#788
of 1,432 holders
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,778 | 1,129 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $522,478 | 1,128 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $539,680 | 1,123 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $420,148 | 906 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $398,347 | 904 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $379,151 | 903 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $314,019 | 738 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $331,726 | 784 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $304,299 | 778 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $716,365 | 1,801 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,090,661 | 2,894 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,394,061 | 4,162 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $755,094 | 2,196 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $237,232 | 716 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||