B. Riley Wealth Advisors, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1464811
MEMPHIS, TN
Position in DIA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,935,977
+$194,383 QoQ
Shares Held
3,706
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#419
of 1,432 holders
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,935,977 | 3,706 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,741,594 | 3,760 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,505,691 | 5,214 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,523,209 | 5,441 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,756,265 | 6,255 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $4,492,003 | 10,557 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $5,053,322 | 11,943 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $5,061,613 | 12,941 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $6,458,826 | 16,238 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,761,211 | 15,287 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $5,438,918 | 16,238 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $5,403,602 | 15,715 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,035,910 | 21,153 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $6,836,331 | 20,633 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $5,526,215 | 19,235 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,635,139 | 5,312 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,042,828 | 5,890 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,517,444 | 6,929 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,533,792 | 7,490 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,099,020 | 6,085 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $3,011,571 | 9,121 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,834,128 | 5,998 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,858,695 | 6,698 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $2,477,099 | 9,606 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,028,315 | 9,252 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||