Morton Capital Management LLC/CA
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2002628
CALABASAS, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,052,470
+$232,597 QoQ
Shares Held
3,929
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#401
of 1,432 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,052,470 | 3,929 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,819,873 | 3,929 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,805,501 | 3,757 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,748,763 | 3,771 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,071,495 | 4,701 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,590,085 | 3,787 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,604,560 | 3,771 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,595,585 | 3,771 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,474,951 | 3,771 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,499,952 | 3,771 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,421,176 | 3,771 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,263,096 | 3,771 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $1,296,658 | 3,771 | Shares | Sole | 2023-12-05 | |
| 2023-03-31 | $1,287,572 | 3,871 | Shares | Sole | 2023-12-05 | |
| 2022-12-31 | $1,286,223 | 3,882 | Shares | Sole | 2023-12-05 | |
| 2022-09-30 | $1,115,298 | 3,882 | Shares | Sole | 2023-12-05 | |
| 2022-06-30 | $1,194,957 | 3,882 | Shares | Sole | 2023-12-05 | |
| 2022-03-31 | $1,346,394 | 3,882 | Shares | Sole | 2023-12-05 | |
| 2021-12-31 | $1,415,494 | 3,896 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||