SEC 13F Intelligence

Lewis Asset Management, LLC / DIA

Lewis Asset Management, LLC’s State Str Spdr Dow Jones Ind Position

Does Lewis Asset Management, LLC own State Str Spdr Dow Jones Ind (DIA)? Yes — 8.5K shares worth $4M (+1.61% of its 13F portfolio) as of Q1 2026, up from 8.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
8.5K
% of Portfolio
+1.61%
Quarters Held
4
currently held

Position History DIA

Reported value by quarter
Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.5K$4M+1.61%
Q4 20258.5K$4M+1.66%
Q3 20258.4K$4M+1.60%
Q2 20258.2K$4M+1.69%

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