TOBIAS FINANCIAL ADVISORS, INC.: DIA position timeline

TOBIAS FINANCIAL ADVISORS, INC. held 3,515 DIA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 3,515 shares

   Change vs previous 13F -4 shares

   0.23% of the 13F portfolio, value $1,836,201.

   13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, INC.
   Filed 2026-08-25 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,519 shares

   Change vs previous 13F -51 shares

   0.23% of the 13F portfolio, value $1,629,966.

   13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, INC.
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,570 shares

   Change vs previous 13F 0 shares

   0.24% of the 13F portfolio, value $1,715,635.

   13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, INC.
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,570 shares

   Change vs previous 13F +60 shares

   0.25% of the 13F portfolio, value $1,655,552.

   13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, INC.
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,510 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $1,546,682.

   13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, INC.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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