Westside Investment Management, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1538383
SANTA MONICA, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$362,538
+$59,149 QoQ
Shares Held
694
+6.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#982
of 1,434 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,538 | 694 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $303,389 | 655 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $266,716 | 555 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $271,287 | 585 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $257,780 | 585 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $216,238 | 515 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $197,857 | 465 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $196,750 | 465 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $103,649 | 265 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $105,406 | 265 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $50,877 | 135 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $45,218 | 135 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||