Compass Planning Associates Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2046823
GREENFIELD, MA
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$726,122
+$209,202 QoQ
Shares Held
1,390
+24.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.07%
of 13F equity value
Holder Rank
#697
of 1,432 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 | $726,122 | 1,390 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $516,920 | 1,116 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $536,316 | 1,116 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $517,533 | 1,116 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $612,503 | 1,390 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $583,633 | 1,390 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $591,445 | 1,390 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||