EVERMAY WEALTH MANAGEMENT LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1066816
ARLINGTON, VA
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$389,180
+$36,693 QoQ
Shares Held
745
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#947
of 1,432 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,180 | 745 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $352,487 | 761 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $365,713 | 761 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $352,906 | 761 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $335,334 | 761 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $361,516 | 861 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $366,355 | 861 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $364,306 | 861 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $336,762 | 861 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $342,471 | 861 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $324,485 | 861 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $288,391 | 861 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $296,054 | 861 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $286,385 | 861 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $285,275 | 861 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $247,365 | 861 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $326,597 | 1,061 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $341,974 | 986 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $358,233 | 986 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $304,461 | 900 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $310,455 | 900 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $297,162 | 900 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $275,211 | 900 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $249,750 | 900 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $206,296 | 800 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||