PlanVest Financial, Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2135239
GAITHERSBURG, MD
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$31,343
New position
Shares Held
60
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,368
of 1,432 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in DIA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,343 | 60 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||