United Financial Planning Group LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2088337
HAUPPAUGE, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,671
+$1,776 QoQ
Shares Held
30
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,392
of 1,432 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 | $15,671 | 30 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,895 | 30 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $19,222 | 40 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,637 | 10 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||