LM Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2011314
SAN DIEGO, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,027,096
+$21,990,797 QoQ
Shares Held
42,166
+150.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.38%
of 13F equity value
Holder Rank
#87
of 1,432 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,027,096 | 42,166 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $36,299 | 16,828 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,471 | 17,542 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,979,840 | 36,615 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,473,148 | 14,690 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,126,469 | 14,591 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,735,314 | 13,479 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $5,592,800 | 13,218 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,214,936 | 13,333 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,382,886 | 13,533 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,356,453 | 14,213 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||