Waldron Private Wealth LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1598180 BRIDGEVILLE, PA

Position in DIA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$376,643

+$12,113 QoQ

Shares Held

721

-8.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#962

of 1,432 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$376,643	721	-8.4%	Shares	Sole	2026-07-20
2026-03-31	$364,530	787	-0.9%	Shares	Sole	2026-04-10
2025-12-31	$381,572	794	-9.5%	Shares	Sole	2026-01-14
2025-09-30	$406,699	877	0.0%	Shares	Sole	2025-10-30
2025-06-30	$386,450	877	0.0%	Shares	Sole	2025-07-31
2025-03-31	$368,234	877	0.0%	Shares	Sole	2025-05-08
2024-12-31	$373,163	877	0.0%	Shares	Sole	2025-01-24
2024-09-30	$371,076	877	0.0%	Shares	Sole	2024-10-21
2024-06-30	$343,021	877	0.0%	Shares	Sole	2024-07-31
2024-03-31	$348,835	877	0.0%	Shares	Sole	2024-05-09
2023-12-31	$330,514	877	+22.8%	Shares	Sole	2024-08-29
2023-09-30	$239,154	714	0.0%	Shares	Sole	2024-08-29
2023-06-30	$245,508	714	-1.8%	Shares	Sole	2024-08-29
2023-03-31	$241,814	727	0.0%	Shares	Sole	2024-08-29
2022-12-31	$208	727	0.0%	Shares	Sole	2023-02-08
2022-09-30	$208,867	727	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$224,400	729	+0.8%	Shares	Sole	2022-08-03
2022-03-31	$250,758	723	0.0%	Shares	Sole	2022-05-04
2021-12-31	$262,680	723	0.0%	Shares	Sole	2022-02-02
2021-09-30	$244,583	723	0.0%	Shares	Sole	2021-11-02
2021-06-30	$249,398	723	0.0%	Shares	Sole	2021-08-06
2021-03-31	$238,720	723	0.0%	Shares	Sole	2021-05-11
2020-12-31	$221,086	723	-4.7%	Shares	Sole	2021-02-12
2020-09-30	$210,622	759	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.