UPTICK PARTNERS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2005353
NACOGDOCHES, TX
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,066,574
+$690,437 QoQ
Shares Held
3,956
+33.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#397
of 1,432 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,066,574 | 3,956 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,376,137 | 2,971 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,436,423 | 2,989 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,450,578 | 3,128 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,373,065 | 3,116 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,306,246 | 3,111 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,167,997 | 2,745 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,036,220 | 2,449 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||