Financial Concepts Unlimited, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2112099
CENTREVILLE, ME
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,103,279
+$2,539,605 QoQ
Shares Held
36,569
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
50.87%
of 13F equity value
Holder Rank
#103
of 1,432 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,103,279 | 36,569 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,563,674 | 35,760 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||