Obermeyer Wealth Partners
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1349654
ASPEN, CO
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$311,344
+$35,283 QoQ
Shares Held
596
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,045
of 1,431 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,344 | 596 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $276,061 | 596 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $286,419 | 596 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $281,490 | 607 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $258,661 | 587 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $246,469 | 587 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $249,768 | 587 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $248,371 | 587 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||