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Disclosery

Lynch Investment Planning, LLC: DIA position timeline

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

Lynch Investment Planning, LLC held 10,954 DIA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,954 shares
    Change vs previous 13F +761 shares

    4.41% of the 13F portfolio, value $5,737,806.

    13F-HR 0001754960-26-000556 filed by Lynch Investment Planning, 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 10,193 shares
    Change vs previous 13F +1,096 shares

    4.25% of the 13F portfolio, value $4,731,290.

    13F-HR 0001754960-26-000378 filed by Lynch Investment Planning, 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 9,097 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $4,381,309.

    13F-HR 0001754960-26-000191 filed by Lynch Investment Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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