Fortis Capital Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1959790
PRAIRIE VILLAGE, KS
Position in DIA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$386,046
-$4,423 QoQ
Shares Held
739
-12.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#954
of 1,432 holders
Holding Since
Dec 2022
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,046 | 739 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $390,469 | 843 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $448,852 | 934 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $458,638 | 989 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $435,802 | 989 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $415,261 | 989 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $396,140 | 931 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $370,653 | 876 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $353,972 | 905 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $205,641 | 517 | Shares | Sole | 2024-05-08 | |
| 2023-03-31 | $37,586 | 113 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $77,862 | 235 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||