RETIREMENT PLANNING GROUP, LLC / NY
PensionPosition in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2057004
MALTA, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$321,269
+$36,871 QoQ
Shares Held
615
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,029
of 1,431 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,269 | 615 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $284,398 | 614 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $294,108 | 612 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $282,417 | 609 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||