Peak Planning Group, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2097384
CENTENNIAL, CO
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$717,241
+$62,754 QoQ
Shares Held
1,373
-2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#708
of 1,432 holders
Holding Since
Sep 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,241 | 1,373 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $654,487 | 1,413 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $686,734 | 1,429 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $665,466 | 1,435 | Shares | Sole | 2026-05-26 | |
| 2025-06-30 | $638,942 | 1,450 | Shares | Sole | 2026-06-24 | |
| 2025-03-31 | $644,095 | 1,534 | Shares | Sole | 2026-06-24 | |
| 2024-12-31 | $1,000,350 | 2,351 | Shares | Sole | 2026-05-26 | |
| 2024-09-30 | $1,041,298 | 2,461 | Shares | Sole | 2026-06-24 | |
| 2024-06-30 | $1,307,156 | 3,342 | Shares | Sole | 2026-05-26 | |
| 2024-03-31 | $1,526,205 | 3,837 | Shares | Sole | 2026-05-26 | |
| 2023-12-31 | $1,570,417 | 4,167 | Shares | Sole | 2026-05-26 | |
| 2023-09-30 | $1,584,983 | 4,732 | Shares | Sole | 2026-05-26 | |
| 2023-06-30 | $1,745,038 | 5,075 | Shares | Sole | 2026-05-26 | |
| 2023-03-31 | $1,773,197 | 5,331 | Shares | Sole | 2026-05-26 | |
| 2022-12-31 | $1,671,559 | 5,045 | Shares | Sole | 2026-05-26 | |
| 2022-09-30 | $282,415 | 983 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||