Prepared Retirement Institute LLC
PensionPosition in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2056037
LANSDALE, PA
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$224,627
+$17,982 QoQ
Shares Held
430
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,188
of 1,432 holders
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,627 | 430 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $206,645 | 430 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||