Financial Planning Hawaii, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2105146
HONOLULU, HI
Position in DIA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$831,122
+$111,325 QoQ
Shares Held
1,591
+2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#656
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 | $831,122 | 1,591 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $719,797 | 1,554 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $746,325 | 1,553 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||