PDS Planning, Inc
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 838618
DUBLIN, OH
Position in DIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$388,658
+$113,524 QoQ
Shares Held
744
+25.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#948
of 1,432 holders
Holding Since
Mar 2022
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,658 | 744 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $275,134 | 594 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $284,978 | 593 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $274,997 | 593 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $261,305 | 593 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $248,568 | 592 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $251,896 | 592 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $252,602 | 597 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $233,113 | 596 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $237,064 | 596 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $224,237 | 595 | Shares | Sole | 2024-02-01 | |
| 2023-06-30 | $204,246 | 594 | Shares | Sole | 2023-07-21 | |
| 2022-03-31 | $206,017 | 594 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||