Skip to content

Grassi Investment Management: DIA position timeline

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

Grassi Investment Management held 1,180 DIA shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 1,180 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $520,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 1,179 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $495,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 1,178 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $501,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 1,176 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $498,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,175 shares
    Change vs previous 13F -104 shares

    0.04% of the 13F portfolio, value $460,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,279 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $509,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,278 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $482,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,276 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $428,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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