Lewis Asset Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2004520
LAFAYETTE, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,450,762
+$504,384 QoQ
Shares Held
8,520
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#269
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 | $4,450,762 | 8,520 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,946,378 | 8,520 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,080,039 | 8,490 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,904,690 | 8,420 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,593,500 | 8,155 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||