WESPAC Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1484540
ORINDA, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$439,852
-$218,804 QoQ
Shares Held
842
-40.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#895
of 1,432 holders
Holding Since
Dec 2022
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,852 | 842 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $658,656 | 1,422 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,215,361 | 2,529 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,213,607 | 2,617 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,173,010 | 2,662 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,187,420 | 2,828 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $388,481 | 913 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $350,426 | 881 | Shares | Sole | 2024-04-24 | |
| 2022-12-31 | $243,858 | 736 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||