Align Financial, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2089183
HERMANTOWN, MN
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$228,806
+$26,392 QoQ
Shares Held
438
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,180
of 1,432 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,806 | 438 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $202,414 | 437 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $209,047 | 435 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||