CGC Financial Services, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1992785
LAKE OSWEGO, OR
Position in DIA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,179
+$474 QoQ
Shares Held
8
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,411
of 1,432 holders
Holding Since
Jun 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,179 | 8 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,705 | 8 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,844 | 8 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,709 | 8 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,525 | 8 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,359 | 8 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,404 | 8 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,384 | 8 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,129 | 8 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,182 | 8 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,014 | 8 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,679 | 8 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,750 | 8 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||