LODESTAR PRIVATE ASSET MANAGEMENT LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1963040
ALAMO, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$930,376
+$86,444 QoQ
Shares Held
1,781
-2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#617
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 | $930,376 | 1,781 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $843,932 | 1,822 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $707,399 | 1,472 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $719,260 | 1,551 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $685,651 | 1,556 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $653,333 | 1,556 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $693,990 | 1,631 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $741,306 | 1,752 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $685,259 | 1,752 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $726,707 | 1,827 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $697,963 | 1,852 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $633,725 | 1,892 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $654,002 | 1,902 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $632,643 | 1,902 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $638,472 | 1,927 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||