Dougherty & Associates, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2109295
Spring Hill, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$202,687
New position
Shares Held
388
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,255
of 1,432 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in DIA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,687 | 388 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||