Beaumont Financial Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1957394
NEEDHAM, MA
Position in DIA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,758,364
+$348,414 QoQ
Shares Held
3,366
+10.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#447
of 1,432 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $1,758,364 | 3,366 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,409,950 | 3,044 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,353,765 | 2,817 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,223,346 | 2,638 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,162,434 | 2,638 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,140,813 | 2,717 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,083,748 | 2,547 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,076,417 | 2,544 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $973,131 | 2,488 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $977,694 | 2,458 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $746,956 | 1,982 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $585,157 | 1,747 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $552,910 | 1,608 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $501,590 | 1,508 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $821,035 | 2,478 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||