Position in DIA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$960,675
+$358,065 QoQ
Shares Held
1,839
+41.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#602
of 1,431 holders
Holding Since
Mar 2022
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,675 | 1,839 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $602,610 | 1,301 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $628,104 | 1,307 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $748,476 | 1,614 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $710,327 | 1,612 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $676,006 | 1,610 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $683,778 | 1,607 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $679,530 | 1,606 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $626,981 | 1,603 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $636,416 | 1,600 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $644,824 | 1,711 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $591,186 | 1,765 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $606,551 | 1,764 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $580,754 | 1,746 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $571,212 | 1,724 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $494,443 | 1,721 | Shares | Sole | 2023-02-16 | |
| 2022-06-30 | $528,526 | 1,717 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 | $592,732 | 1,709 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||