Accelerate Investment Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2035216
Aliso Viejo, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$295,150
+$33,911 QoQ
Shares Held
565
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,071
of 1,432 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,150 | 565 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $261,239 | 564 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $350,335 | 729 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $336,675 | 726 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $319,911 | 726 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $262,844 | 626 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $266,363 | 626 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||