Ownership history in LOWERY THOMAS, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which LOWERY THOMAS, LLC reported a position in SPDR DOW JONES INDUSTRIAL AVERAGE ETF (DIA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,855 | -355 | -5.7% | 1.59% | $2.8M | $478.77 |
| 2025 Q3 | REDUCED | 6,210 | -5 | -0.1% | 1.66% | $2.9M | $460.26 |
| 2025 Q2 | REDUCED | 6,215 | -143 | -2.2% | 1.75% | $2.7M | $435.66 |
| 2025 Q1 | ADDED | 6,358 | +777 | +13.9% | 1.83% | $2.7M | $413.43 |
| 2024 Q4 | REDUCED | 5,581 | -74 | -1.3% | 1.55% | $2.4M | $417.39 |
| 2024 Q3 | REDUCED | 5,655 | -76 | -1.3% | 1.62% | $2.4M | $413.46 |
| 2024 Q2 | REDUCED | 5,731 | -64 | -1.1% | 1.64% | $2.2M | $380.58 |
| 2024 Q1 | REDUCED | 5,795 | -540 | -8.5% | 1.76% | $2.3M | $385.39 |
| 2023 Q4 | REDUCED | 6,335 | -2,981 | -32.0% | 2.05% | $2.4M | $363.50 |
| 2023 Q3 | REDUCED | 9,316 | -1,949 | -17.3% | 2.98% | $3.1M | $321.51 |
As of 2025 Q4 — sorted by position size