Grantvest Financial Group LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2055216
MATAWAN, NJ
Position in DIA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$431,494
-$8,536 QoQ
Shares Held
826
-13.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#903
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 | $431,494 | 826 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $440,030 | 950 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $491,623 | 1,023 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $534,692 | 1,153 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $543,762 | 1,234 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $541,645 | 1,290 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $577,403 | 1,357 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||