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Plotkin Financial Advisors, LLC

SEC CIK
0001826394
Latest filing
Aug 14, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Plotkin Financial 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)
386
Value
$201.6K
% of portfolio
0.1%
Quarters held
3
Since Q4 2021
Holdings of DIA by Plotkin Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026386$201.6K0.1%+386NewHolders
Q2 20220$00.0%−714−100.0%Sold outHolders
Q1 2022714$247.6K0.2%−5−0.7%ReducedHolders
Q4 2021719$261.2K0.2%+719NewHolders