LOWERY THOMAS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1919701
PEBBLE BEACH, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,983,891
+$282,104 QoQ
Shares Held
5,712
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.07%
of 13F equity value
Holder Rank
#332
of 1,432 holders
Holding Since
Dec 2021
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 | $2,983,891 | 5,712 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,701,787 | 5,833 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,813,737 | 5,855 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,879,825 | 6,210 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,738,639 | 6,215 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,669,597 | 6,358 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,374,715 | 5,581 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,392,743 | 5,655 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,241,566 | 5,731 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,305,019 | 5,795 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,387,471 | 6,335 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,120,394 | 9,316 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,873,470 | 11,265 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,831,449 | 11,519 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,856,681 | 11,640 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,714,789 | 12,930 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,037,059 | 13,115 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,194,304 | 9,210 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,809,916 | 7,734 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||