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Tufton Capital Management: DIA position timeline

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

Tufton Capital Management held 8,350 DIA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,350 shares
    Change vs previous 13F -104 shares

    0.73% of the 13F portfolio, value $4,361,000.

    13F-HR 0001055963-26-000003 filed by Tufton Capital Management
    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 8,454 shares
    Change vs previous 13F -217 shares

    0.71% of the 13F portfolio, value $3,915,000.

    13F-HR 0001055963-26-000002 filed by Tufton Capital Management
    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 8,671 shares
    Change vs previous 13F -56 shares

    0.73% of the 13F portfolio, value $4,167,000.

    13F-HR 0001055963-26-000001 filed by Tufton Capital Management
    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 8,727 shares
    Change vs previous 13F -284 shares

    0.72% of the 13F portfolio, value $4,047,000.

    13F-HR 0001055963-25-000005 filed by Tufton Capital Management
    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 9,011 shares
    Change vs previous 13F -456 shares

    0.75% of the 13F portfolio, value $3,970,000.

    13F-HR 0001055963-25-000003 filed by Tufton Capital Management
    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 9,467 shares
    Change vs previous 13F +641 shares

    0.77% of the 13F portfolio, value $3,975,003.

    13F-HR 0001055963-25-000002 filed by Tufton Capital Management
    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 8,826 shares
    Change vs previous 13F -143 shares

    0.71% of the 13F portfolio, value $3,755,463.

    13F-HR 0001055963-25-000001 filed by Tufton Capital Management
    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 8,969 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,794,963.

    13F-HR 0001055963-24-000004 filed by Tufton Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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