Vision Retirement, LLC
PensionPosition in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2069023
RIDGEWOOD, NJ
Position in DIA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,164,168
+$2,106,325 QoQ
Shares Held
32,857
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.00%
of 13F equity value
Holder Rank
#112
of 1,432 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,164,168 | 32,857 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,057,843 | 32,509 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,172,075 | 31,571 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||