Novak & Powell Financial Services, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2011548
ST. PETERSBURG, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,006,731
+$323,908 QoQ
Shares Held
7,670
-3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
#289
of 1,432 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,006,731 | 7,670 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,682,823 | 7,951 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,807,556 | 7,923 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,659,836 | 7,892 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,526,962 | 8,004 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,359,040 | 8,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,371,236 | 7,923 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,582,557 | 8,467 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,276,104 | 8,376 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,320,102 | 8,347 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,132,920 | 8,313 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||