Roehl & Yi Investment Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2097566
Eugene, OR
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$783,585
+$88,800 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#676
of 1,432 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,585 | 1,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $694,785 | 1,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $742,480 | 1,545 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $716,478 | 1,545 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $680,804 | 1,545 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $648,714 | 1,545 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $657,397 | 1,545 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||