JBR Co Financial Management Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2017878
ARDMORE, OK
Position in DIA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$894,854
+$622,036 QoQ
Shares Held
1,713
+190.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#628
of 1,432 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894,854 | 1,713 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $272,818 | 589 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $283,055 | 589 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $241,144 | 520 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||