Kapstone Financial Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1966087
LEBANON, OH
Position in DIA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$453,956
+$51,444 QoQ
Shares Held
869
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#884
of 1,432 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,956 | 869 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $402,512 | 869 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $417,615 | 869 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $402,990 | 869 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $287,744 | 653 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||