RICHARDS, MERRILL & PETERSON, INC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 90108
SPOKANE, WA
Position in DIA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$495,225
+$176,551 QoQ
Shares Held
948
+37.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#859
of 1,432 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,225 | 948 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $318,674 | 688 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $330,632 | 688 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $294,474 | 635 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $279,812 | 635 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $266,623 | 635 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $287,212 | 675 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||