BIP Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1590214
ATLANTA, GA
Position in DIA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$692,166
+$85,388 QoQ
Shares Held
1,325
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#723
of 1,432 holders
Holding Since
Jun 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,166 | 1,325 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $606,778 | 1,310 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $586,295 | 1,220 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $565,762 | 1,220 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $537,593 | 1,220 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $535,347 | 1,275 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $540,385 | 1,270 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $516,206 | 1,220 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $486,174 | 1,243 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $505,155 | 1,270 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $473,725 | 1,257 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $437,779 | 1,307 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $415,026 | 1,207 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||