Evercore Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1482689
New York, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$894,331
+$101,350 QoQ
Shares Held
1,712
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 1,432 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894,331 | 1,712 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $792,981 | 1,712 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $822,735 | 1,712 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $793,922 | 1,712 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $754,392 | 1,712 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $718,834 | 1,712 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $728,456 | 1,712 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $724,381 | 1,712 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $747,840 | 1,912 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $760,517 | 1,912 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $720,575 | 1,912 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $640,424 | 1,912 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $696,983 | 2,027 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $674,220 | 2,027 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $671,605 | 2,027 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $582,357 | 2,027 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $623,951 | 2,027 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $703,024 | 2,027 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $711,017 | 1,957 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $662,033 | 1,957 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $675,067 | 1,957 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $646,162 | 1,957 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $647,357 | 2,117 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $992,617 | 3,577 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $922,400 | 3,577 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $784,185 | 3,577 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||