Financial Concepts Unlimited, Inc. reported SPDR DOW JONES INDL AVERAGE ETF TR UNIT SE (DIA) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 14.84% in 2026 Q1. The latest visible filing shows DIA at 14.84% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Concepts Unlimited, Inc.'s position in SPDR DOW JONES INDL AVERAGE ETF TR UNIT SE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
DIA was reported at 14.84% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
These are the practical questions this page is built to answer before you even open the full history table.
Financial Concepts Unlimited, Inc. reported DIA across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.
The largest reported portfolio weight for DIA was 14.84% in 2026 Q1.
The most recent filing on this page is 2026 Q1, when Financial Concepts Unlimited, Inc. reported 35,760 shares, equal to 14.84% of portfolio, with an estimated market value of $16.6M.
The chart compares Financial Concepts Unlimited, Inc.'s quarterly DIA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.