WEALTHCARE CAPITAL MANAGEMENT LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1516450 RICHMOND, VA

Position in DIA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$396,494

+$44,933 QoQ

Shares Held

759

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#937

of 1,434 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,494	759	0.0%	Shares	Sole	2026-07-09
2026-03-31	$351,561	759	0.0%	Shares	Sole	2026-04-15
2025-12-31	$364,752	759	0.0%	Shares	Sole	2026-01-20
2025-09-30	$351,978	759	0.0%	Shares	Sole	2025-11-07
2025-06-30	$334,453	759	0.0%	Shares	Sole	2025-07-22
2025-03-31	$318,688	759	0.0%	Shares	Sole	2025-04-15
2024-12-31	$322,954	759	0.0%	Shares	Sole	2025-01-15
2024-09-30	$321,148	759	0.0%	Shares	Sole	2024-11-04
2024-06-30	$296,867	759	0.0%	Shares	Sole	2024-08-12
2024-03-31	$301,899	759	0.0%	Shares	Sole	2024-04-15
2023-12-31	$286,044	759	0.0%	Shares	Sole	2024-02-08
2023-09-30	$254,227	759	0.0%	Shares	Sole	2023-10-12
2023-06-30	$260,982	759	0.0%	Shares	Sole	2023-07-18
2023-03-31	$252,458	759	0.0%	Shares	Sole	2023-05-04
2022-12-31	$251,479	759	0.0%	Shares	Sole	2023-02-14
2022-09-30	$218,060	759	0.0%	Shares	Sole	2022-11-14
2022-06-30	$233,635	759	0.0%	Shares	Sole	2022-08-12
2022-03-31	$263,243	759	0.0%	Shares	Sole	2022-04-12
2021-12-31	$275,759	759	0.0%	Shares	Sole	2022-02-11
2021-09-30	$256,762	759	0.0%	Shares	Sole	2021-11-15
2021-06-30	$261,817	759	0.0%	Shares	Sole	2021-08-16
2021-03-31	$250,606	759	0.0%	Shares	Sole	2021-04-30
2020-12-31	$232,094	759	0.0%	Shares	Sole	2021-02-02
2020-09-30	$210,622	759	0.0%	Shares	Sole	2020-10-28
2020-03-31	$166,395	759	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.