Comprehensive Financial Planning, Inc./PA
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2044855
EAST PETERSBURG, PA
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$45,970
+$5,673 QoQ
Shares Held
88
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,347
of 1,431 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,970 | 88 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $40,297 | 87 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $41,809 | 87 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $66,314 | 143 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $62,572 | 142 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $59,203 | 141 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $71,058 | 167 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||