TCFG WEALTH MANAGEMENT, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1548059
LAGUNA NIGUEL, CA
Position in DIA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$218,625
-$7,723 QoQ
Shares Held
472
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,625 | 472 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $226,348 | 471 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $218,421 | 471 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $303,607 | 689 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $288,877 | 688 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $423,372 | 995 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $419,735 | 992 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||