DIA β€” Dow Diamonds

Ownership history in Select Asset Management & Trust  Β·  32 quarters on record

AI Ownership Summary

Select Asset Management & Trust reported Dow Diamonds (DIA) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.77% in 2023 Q4. The latest visible filing shows DIA at 8.73% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Select Asset Management & Trust's position in Dow Diamonds, 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 Q4

DIA was reported at 8.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.77% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Select Asset Management & Trust held DIA β€” position size vs. price
% of Fund (quarterly)    DIA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 58,415 +266 +0.5% 8.73% $28K 2026-02-14 (Est.) $493.60
2025 Q3 ADDED 58,149 +432 +0.7% 8.30% $27K 2025-10-30 $471.60
2025 Q2 REDUCED 57,717 -2,858 -4.7% 8.71% $25K 2025-08-14 $444.26
2025 Q1 ADDED 60,575 +1,646 +2.8% 10.19% $25K 2025-05-12 $417.92
2024 Q4 REDUCED 58,929 -22,918 -28.0% 9.72% $25K 2025-02-13 $438.90
2024 Q3 ADDED 81,847 +559 +0.7% 12.75% $35K 2024-11-14 $427.86
2024 Q2 ADDED 81,288 +560 +0.7% 12.67% $32K 2024-08-12 $383.33
2024 Q1 ADDED 80,728 +1,189 +1.5% 13.34% $32K 2024-05-14 $383.48
2023 Q4 ADDED 79,539 +11,397 +16.7% 14.77% $30K 2024-02-13 $369.45
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DIA

As of 2026 Q1 β€” sorted by position size

Vigilare Wealth Management 3Y 0.1% Bangor Savings Bank 3Y 7Y 0.01%

FAQ About Select Asset Management & Trust and DIA

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

How long has Select Asset Management & Trust reported owning DIA?

Select Asset Management & Trust reported DIA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DIA position in Select Asset Management & Trust's portfolio?

The largest reported portfolio weight for DIA was 14.77% in 2023 Q4.

What is the latest reported DIA position on this page?

The most recent filing on this page is 2025 Q4, when Select Asset Management & Trust reported 58,415 shares, equal to 8.73% of portfolio, with an estimated market value of $28K.

What does the chart on this DIA ownership page compare?

The chart compares Select Asset Management & Trust'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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