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Gradient Capital Advisors, LLC

SEC CIK
0001727917
Latest filing
Jul 13, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Gradient Capital Advisors, 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)
475
Value
$248.3K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of DIA by Gradient Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026475$248.3K0.1%+12+2.6%AddedHolders
Q1 2026463$214.5K0.1%00.0%UnchangedHolders
Q4 2025463$222.5K0.1%00.0%UnchangedHolders
Q3 2025463$214.7K0.1%00.0%UnchangedHolders
Q2 2025463$204.0K0.1%+463NewHolders