SEC 13F Intelligence

Constant Guidance Financial LLC / DIA

Constant Guidance Financial LLC’s State Str Spdr Dow Jones Ind Position

Does Constant Guidance Financial LLC own State Str Spdr Dow Jones Ind (DIA)? Yes — 6.0K shares worth $3M (+1.91% of its 13F portfolio) as of Q1 2026, up from 2.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
6.0K
% of Portfolio
+1.91%
Quarters Held
7
currently held

Position History DIA

Reported value by quarter
Q3 ’23: $417,750Q3 ’23Q4 ’23: $1MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $553,440Q3 ’24Q4 ’24: $946,312Q4 ’24Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.0K$3M+1.91%
Q4 20242.2K$946,312+0.82%
Q3 20241.3K$553,440+0.45%
Q2 202410.4K$4M+4.21%
Q1 20249.6K$4M+3.42%
Q4 20233.5K$1M+1.35%
Q3 20231.3K$417,750+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Constant Guidance Financial LLC’s full portfolio or all institutional holders of DIA.