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Livermore
Livermore
ZHEN

Prosperity Planning, Inc.

SEC CIK
0001843292
Latest filing
Jul 10, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Prosperity Planning, Inc., 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)
794
Value
$414.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of DIA by Prosperity Planning, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026794$414.8K0.1%00.0%UnchangedHolders
Q1 2026794$367.8K0.1%00.0%UnchangedHolders
Q4 2025794$381.6K0.1%−10−1.2%ReducedHolders
Q3 2025804$372.9K0.1%00.0%UnchangedHolders
Q2 2025804$354.3K0.1%00.0%UnchangedHolders
Q1 2025804$337.6K0.1%−8−1.0%ReducedHolders
Q4 2024812$345.6K0.1%+2+0.2%AddedHolders
Q3 2024810$342.8K0.1%+5+0.6%AddedHolders
Q2 2024805$314.9K0.1%+10+1.3%AddedHolders
Q1 2024795$316.3K0.1%00.0%UnchangedHolders
Q4 2023795$299.7K0.1%00.0%UnchangedHolders
Q3 2023795$266.3K0.1%00.0%UnchangedHolders
Q2 2023795$273.4K0.1%+13+1.7%AddedHolders
Q1 2023782$260.2K0.1%+782NewHolders
Q4 20220$00.0%−782−100.0%Sold outHolders
Q3 2022782$225.0K0.1%00.0%UnchangedHolders
Q2 2022782$241.0K0.1%00.0%UnchangedHolders
Q1 2022782$271.0K0.1%00.0%UnchangedHolders
Q4 2021782$284.0K0.1%+12+1.6%AddedHolders
Q3 2021770$260.0K0.1%00.0%UnchangedHolders
Q2 2021770$266.0K0.2%00.0%UnchangedHolders
Q1 2021770$254.0K0.2%––Holders

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