TCFG Investment Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2121836
LAGUNA NIGUEL, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$246,568
+$27,943 QoQ
Shares Held
472
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,148
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 | $246,568 | 472 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $218,625 | 472 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||