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Disclosery

Ashford Advisors, LLC: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ashford Advisors, LLC on DIA, newest first. How the timeline and the estimate are built.

Ashford Advisors, LLC held 4,000 DIA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,000 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $2,095,182.

    13F-HR 0001861158-26-000004 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,000 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,856,735.

    13F-HR 0001861158-26-000003 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,000 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,926,458.

    13F-HR 0001861158-26-000002 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,000 shares
    Change vs previous 13F -293 shares

    0.41% of the 13F portfolio, value $1,860,230.

    13F-HR 0001861158-25-000006 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,293 shares
    Change vs previous 13F +293 shares

    0.18% of the 13F portfolio, value $758,745.

    13F-HR 0001861158-25-000002 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,000 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,679,520.

    13F-HR 0001861158-25-000001 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,000 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,702,000.

    13F-HR 0002042928-25-000002 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,000 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,692,480.

    13F-HR 0001861158-24-000010 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).