Hoxton Planning & Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1954782
SHEPHERDSTOWN, WV
Position in DIA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$679,107
+$76,960 QoQ
Shares Held
1,300
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#727
of 1,432 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,107 | 1,300 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $602,147 | 1,300 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $624,741 | 1,300 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $602,862 | 1,300 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $572,845 | 1,300 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $545,844 | 1,300 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $553,150 | 1,300 | Shares | Sole | 2025-09-08 | |
| 2024-09-30 | $550,056 | 1,300 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $508,469 | 1,300 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $517,088 | 1,300 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $489,931 | 1,300 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $435,435 | 1,300 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $447,005 | 1,300 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $432,406 | 1,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $430,729 | 1,300 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||