Winch Advisory Services, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1585822 Appleton, WI

Position in DIA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$205,299

+$23,729 QoQ

Shares Held

393

+0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,249

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,299	393	+0.3%	Shares	Sole	2026-08-06
2026-03-31	$181,570	392	+0.3%	Shares	Sole	2026-04-30
2025-12-31	$187,902	391	0.0%	Shares	Sole	2026-02-03
2025-09-30	$181,322	391	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$171,853	390	+0.3%	Shares	Sole	2025-08-07
2025-03-31	$163,333	389	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$165,094	388	+0.5%	Shares	Sole	2025-01-14
2024-09-30	$163,324	386	+0.3%	Shares	Sole	2024-10-21
2024-06-30	$150,585	385	0.0%	Shares	Sole	2024-07-31
2024-03-31	$153,137	385	0.0%	Shares	Sole	2024-05-14
2023-12-31	$145,094	385	+0.5%	Shares	Sole	2024-01-18
2023-09-30	$128,285	383	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$131,006	381	+0.3%	Shares	Sole	2023-08-08
2023-03-31	$126,395	380	+1.6%	Shares	Sole	2023-05-10
2022-12-31	$123,917	374	+0.5%	Shares	Sole	2023-01-26
2022-09-30	$106,875	372	+0.5%	Shares	Sole	2022-10-31
2022-06-30	$113,893	370	-4.4%	Shares	Sole	2022-08-12
2022-03-31	$134,223	387	+0.3%	Shares	Sole	2022-04-26
2021-12-31	$140,241	386	0.0%	Shares	Sole	2022-02-04
2021-09-30	$130,579	386	0.0%	Shares	Sole	2021-11-10
2021-06-30	$133,150	386	0.0%	Shares	Sole	2021-08-05
2021-03-31	$127,449	386	+0.3%	Shares	Sole	2021-05-03
2020-12-31	$117,729	385	+9.4%	Shares	Sole	2021-02-09
2020-09-30	$97,680	352	+0.6%	Shares	Sole	2020-11-04
2020-06-30	$90,254	350	+0.3%	Shares	Sole	2020-08-12
2020-03-31	$76,511	349	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.