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Dougherty & Associates, LLC

SEC CIK
0002109295
Latest filing
Jul 16, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Dougherty & Associates, 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)
388
Value
$203.0K
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of DIA by Dougherty & Associates, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026388$203.0K0.2%+388NewHolders