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Kozak & Associates, Inc. → DIA
Kozak & Associates, Inc. DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
5
Latest value
$10.1M
Q3 2026
Peak value
$11.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q4 2025 | $7.4M |
| Q1 2026 | $8.2M |
| Q2 2026 | $11.2M |
| Q3 2026 | $10.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.1M | 19.2K | — | — |
| Q2 2026 | $11.2M | 21.4K | — | — |
| Q1 2026 | $8.2M | 17.0K | — | — |
| Q4 2025 | $7.4M | 14.9K | — | — |
| Q3 2025 | $5.5M | 11.7K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M
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