Position in DIA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$844,704
+$47,091 QoQ
Shares Held
1,617
-6.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#651
of 1,432 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,704 | 1,617 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $797,613 | 1,722 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $858,298 | 1,786 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $829,630 | 1,789 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,121,894 | 2,546 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,069,014 | 2,546 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,093,960 | 2,571 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $1,087,841 | 2,571 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,005,595 | 2,571 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,022,640 | 2,571 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $984,007 | 2,611 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $968,005 | 2,890 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||