Compound Planning, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1978879
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,035,984
-$38,698 QoQ
Shares Held
7,726
-12.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#287
of 1,431 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
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 | $4,035,984 | 7,726 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $4,074,682 | 8,797 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,062,257 | 8,453 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $5,110,878 | 11,021 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,751,088 | 10,782 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,771,782 | 8,983 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,314,219 | 7,789 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,943,222 | 6,956 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,513,792 | 6,427 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,121,651 | 5,334 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,868,144 | 4,957 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||