BSW Wealth Partners
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1512601
BOULDER, CO
Position in DIA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$379,777
+$20,230 QoQ
Shares Held
727
-14.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#959
of 1,432 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,777 | 727 | Shares | Sole | 2026-07-15 | |
| 2024-12-31 | $359,547 | 845 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||