M3 Advisory Group, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2014826
NEEDHAM HEIGHTS, MA
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$372,464
-$22,637 QoQ
Shares Held
713
-16.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#966
of 1,432 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,464 | 713 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $395,101 | 853 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $407,523 | 848 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $402,062 | 867 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $404,076 | 917 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $403,084 | 960 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $718,669 | 1,689 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $705,341 | 1,667 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $624,634 | 1,597 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $342,869 | 862 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||