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Lynch Investment Planning, LLC → DIA
Lynch Investment Planning, LLC DIA Position History
State Street SPDR Dow Jones Industrial Average ETF Trust • Financial Services
Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$5.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.4M |
| Q1 2026 | $4.7M |
| Q2 2026 | $5.7M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 11.1K | — | — |
| Q2 2026 | $5.7M | 11.0K | — | — |
| Q1 2026 | $4.7M | 10.2K | — | — |
| Q4 2025 | $4.4M | 9.1K | — | — |
Other funds holding DIA
$1.6B
$1.1B
$1.1B
$999.4M