Whitcomb & Hess, Inc. DIA SPDR DOW JONES INDL AVERAGE

Ownership history in Whitcomb & Hess, Inc.  ·  11 quarters on record

AI Ownership Summary

Whitcomb & Hess, Inc. reported SPDR DOW JONES INDL AVERAGE (DIA) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q4. The latest visible filing shows DIA at 0.06% 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 Whitcomb & Hess, Inc.'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
2026 Q2

DIA was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% 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 Q1 to 2026 Q2

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 Whitcomb & Hess, Inc. held DIA — position size vs. price
% of Fund (quarterly)    DIA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 528 -69 -11.6% 0.06% $276K 2026-07-08 $522.62
2026 Q1 UNCHANGED 597 0% 0.06% $276K 2026-04-08 $477.25
2025 Q4 UNCHANGED 597 0% 0.07% $294K 2026-01-14 $487.79
2025 Q3 UNCHANGED 597 0% 0.07% $277K 2025-10-09 $458.19
2025 Q2 UNCHANGED 597 0% 0.07% $263K 2025-07-03 $441.26
2025 Q1 UNCHANGED 597 0% 0.08% $251K 2025-04-08 $369.22
2024 Q4 UNCHANGED 597 0% 0.08% $254K 2025-01-22 $431.30
2024 Q3 UNCHANGED 597 0% 0.08% $253K 2024-10-02 $410.64
2024 Q2 UNCHANGED 597 0% 0.07% $233K 2024-07-11 $385.37
2024 Q1 UNCHANGED 597 0% 0.08% $237K 2024-04-15 $364.12
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Whitcomb & Hess, Inc. and DIA

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

How long has Whitcomb & Hess, Inc. reported owning DIA?

Whitcomb & Hess, Inc. reported DIA across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DIA position in Whitcomb & Hess, Inc.'s portfolio?

The largest reported portfolio weight for DIA was 0.08% in 2024 Q4.

What is the latest reported DIA position on this page?

The most recent filing on this page is 2026 Q2, when Whitcomb & Hess, Inc. reported 528 shares, equal to 0.06% of portfolio, with an estimated market value of $276K.

What does the chart on this DIA ownership page compare?

The chart compares Whitcomb & Hess, 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.

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