BEACON INVESTMENT ADVISORS LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1961635
Gaithersburg, MD
Position in DIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$324,404
+$37,227 QoQ
Shares Held
621
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,022
of 1,432 holders
Holding Since
Jun 2023
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 | $324,404 | 621 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $287,177 | 620 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $296,992 | 618 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $285,663 | 616 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $270,118 | 613 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $256,546 | 611 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $258,704 | 608 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $256,410 | 606 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $236,242 | 604 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $239,451 | 602 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $225,745 | 599 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $203,903 | 593 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||