LRI Investments, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2023325
PALM BEACH GARDENS, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$32,910
+$3,730 QoQ
Shares Held
63
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,365
of 1,432 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,910 | 63 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $29,180 | 63 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $30,275 | 63 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $29,215 | 63 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $27,760 | 63 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $26,452 | 63 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $26,806 | 63 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,656 | 63 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $24,641 | 63 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $25,058 | 63 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||