Commonwealth Retirement Investments LLC
PensionPosition in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1963787
RICHMOND, VA
Position in DIA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$281,045
+$31,849 QoQ
Shares Held
538
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,093
of 1,432 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,045 | 538 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $249,196 | 538 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $258,546 | 538 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $249,492 | 538 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $237,069 | 538 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $225,895 | 538 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $228,919 | 538 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $227,638 | 538 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $210,427 | 538 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $213,994 | 538 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $202,756 | 538 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||