WBH ADVISORY INC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1259671 BALTIMORE, MD

Position in DIA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,299,706

+$120,425 QoQ

Shares Held

2,488

-2.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#530

of 1,432 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 48% Shared 0% None 52%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,299,706	2,488	-2.3%	Shares	Sole	2026-08-05
2026-03-31	$1,179,281	2,546	-0.7%	Shares	Sole	2026-04-27
2025-12-31	$1,231,700	2,563	+8.6%	Shares	Sole	2026-01-26
2025-09-30	$1,094,890	2,361	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$1,039,493	2,359	-31.8%	Shares	Sole	2025-07-30
2025-03-31	$1,451,525	3,457	+4.6%	Shares	Sole	2025-05-12
2024-12-31	$1,405,852	3,304	+1.3%	Shares	Sole	2025-01-31
2024-09-30	$1,380,217	3,262	+47.9%	Shares	Sole	2024-10-15
2024-06-30	$862,441	2,205	+0.1%	Shares	Sole	2024-07-11
2024-03-31	$875,867	2,202	+0.0%	Shares	Sole	2024-04-16
2023-12-31	$829,490	2,201	-4.2%	Shares	Sole	2024-01-09
2023-09-30	$769,715	2,298	+8.0%	Shares	Sole	2023-10-10
2023-06-30	$731,368	2,127	+0.1%	Shares	Sole	2023-07-12
2023-03-31	$706,817	2,125	+17.1%	Shares	Sole	2023-04-20
2022-09-30	$521,162	1,814	+0.1%	Shares	Sole	2022-10-18
2022-06-30	$558,077	1,813	+0.1%	Shares	Sole	2022-07-12
2022-03-31	$628,109	1,811	-5.1%	Shares	Sole	2022-04-29
2021-12-31	$693,577	1,909	+0.1%	Shares	Sole	2022-01-28
2021-09-30	$645,119	1,907	+0.1%	Shares	Sole	2021-10-25
2021-06-30	$657,474	1,906	-2.6%	Shares	Sole	2021-07-27
2021-03-31	$645,832	1,956	+2.7%	Shares	Sole	2021-04-19
2020-12-31	$582,224	1,904	+1.2%	Shares	Sole	2021-01-21
2020-09-30	$521,977	1,881	-1.7%	Shares	Sole	2020-10-27
2020-06-30	$493,563	1,914	-4.6%	Shares	Sole	2020-08-05
2020-03-31	$439,775	2,006	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.