ALTFEST L J & CO INC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 712050
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$229,851
+$26,511 QoQ
Shares Held
440
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,179
of 1,431 holders
Holding Since
Dec 2021
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,851 | 440 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $203,340 | 439 | Shares | Sole | 2026-04-28 | |
| 2022-09-30 | $230,989 | 804 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $535,533 | 1,474 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||