BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 911274
CANTON, OH
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$288,881
+$33,201 QoQ
Shares Held
553
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,080
of 1,432 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,881 | 553 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $255,680 | 552 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $265,274 | 552 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $255,984 | 552 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $242,798 | 551 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $222,536 | 530 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||