DIA β€” SPDR DOW JONES INDL AVERAGE

Ownership history in Haven Private, LLC  Β·  4 quarters on record

AI Ownership Summary

Haven Private, LLC reported SPDR DOW JONES INDL AVERAGE (DIA) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.33% in 2024 Q4. The latest visible filing shows DIA at 0.22% 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.

What this DIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Haven Private, LLC's position in SPDR DOW JONES INDL AVERAGE, 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.

Freshest filing
Latest Reported Filing
2025 Q3

DIA was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

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.

How Haven Private, LLC held DIA β€” position size vs. price
% of Fund (quarterly)    DIA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,061 -240 -18.4% 0.22% $492K 2025-11-06 $465.92
2025 Q2 REDUCED 1,301 -5 -0.4% 0.25% $573K 2025-08-04 $436.99
2025 Q1 REDUCED 1,306 -75 -5.4% 0.31% $548K 2025-05-09 $406.29
2024 Q4 INITIATED 1,381 β€” β€” 0.33% $587K 2025-02-07 $434.83

FAQ About Haven Private, LLC and DIA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Haven Private, LLC reported owning DIA?

Haven Private, LLC reported DIA across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported DIA position in Haven Private, LLC's portfolio?

The largest reported portfolio weight for DIA was 0.33% in 2024 Q4.

What is the latest reported DIA position on this page?

The most recent filing on this page is 2025 Q3, when Haven Private, LLC reported 1,061 shares, equal to 0.22% of portfolio, with an estimated market value of $492K.

What does the chart on this DIA ownership page compare?

The chart compares Haven Private, LLC'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.

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