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Livermore
Livermore
ZHEN

Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Plancorp, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
1,630
Value
$855.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,630$855.0K<0.1%+635+63.8%AddedHolders
Q1 2026995$477.0K<0.1%+3+0.3%AddedHolders
Q4 2025992$476.6K<0.1%+4+0.4%AddedHolders
Q3 2025988$458.0K<0.1%+3+0.3%AddedHolders
Q2 2025985$434.1K<0.1%+4+0.4%AddedHolders
Q1 2025981$412.0K<0.1%−196−16.7%ReducedHolders
Q4 20241,177$500.7K<0.1%+4+0.3%AddedHolders
Q3 20241,173$496.4K<0.1%+3+0.3%AddedHolders
Q2 20241,170$457.6K<0.1%+4+0.3%AddedHolders
Q1 20241,166$463.7K<0.1%+4+0.3%AddedHolders
Q4 20231,162$437.9K<0.1%+5+0.4%AddedHolders
Q3 20231,157$387.6K<0.1%+4+0.3%AddedHolders
Q2 20231,153$396.5K<0.1%+5+0.4%AddedHolders
Q1 20231,148$382.0K<0.1%+4+0.3%AddedHolders
Q4 20221,144$379.1K<0.1%+4+0.4%AddedHolders
Q3 20221,140$327.0K<0.1%+5+0.4%AddedHolders
Q2 20221,135$349.0K<0.1%+4+0.4%AddedHolders
Q1 20221,131$392.0K<0.1%+4+0.4%AddedHolders
Q4 20211,127$410.0K<0.1%+4+0.4%AddedHolders
Q3 20211,123$380.0K<0.1%+3+0.3%AddedHolders
Q2 20211,120$386.0K<0.1%+3+0.3%AddedHolders
Q1 20211,117$369.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.