Heritage Wealth Advisors

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1591122 RICHMOND, VA

Position in DIA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$313,434

+$35,520 QoQ

Shares Held

600

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,044

of 1,434 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	$313,434	600	0.0%	Shares	Sole	2026-08-14
2026-03-31	$277,914	600	0.0%	Shares	Sole	2026-05-14
2025-12-31	$288,342	600	0.0%	Shares	Sole	2026-02-13
2025-09-30	$278,244	600	0.0%	Shares	Sole	2025-11-13
2025-06-30	$264,390	600	-9.9%	Shares	Sole	2025-08-11
2025-03-31	$279,640	666	0.0%	Shares	Sole	2025-05-08
2024-12-31	$283,383	666	0.0%	Shares	Sole	2025-02-12
2024-09-30	$281,797	666	0.0%	Shares	Sole	2024-11-12
2024-06-30	$260,492	666	-1.2%	Shares	Sole	2024-12-12
2024-03-31	$268,090	674	-5.6%	Shares	Sole	2024-12-12
2023-12-31	$269,085	714	0.0%	Shares	Sole	2024-12-12
2023-09-30	$239,154	714	0.0%	Shares	Sole	2024-12-12
2023-06-30	$245,508	714	0.0%	Shares	Sole	2024-12-12
2023-03-31	$237,490	714	-4.7%	Shares	Sole	2023-05-04
2022-12-31	$248,166	749	0.0%	Shares	Sole	2024-12-12
2022-09-30	$215,187	749	0.0%	Shares	Sole	2024-12-12
2022-06-30	$230,557	749	-5.1%	Shares	Sole	2022-08-04
2022-03-31	$273,648	789	0.0%	Shares	Sole	2022-05-11
2021-12-31	$286,659	789	0.0%	Shares	Sole	2022-03-28
2021-09-30	$266,910	789	-3.7%	Shares	Sole	2021-11-02
2021-06-30	$282,514	819	+112.2%	Shares	Sole	2021-08-09
2021-03-31	$127,449	386	0.0%	Shares	Sole	2021-04-27
2020-12-31	$118,034	386	0.0%	Shares	Sole	2021-02-01
2020-09-30	$107,115	386	0.0%	Shares	Sole	2020-11-03
2020-06-30	$99,537	386	-11.5%	Shares	Sole	2020-07-17
2020-03-31	$95,584	436	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.