BigSur Wealth Management LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1659171
MIAMI, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,222,623
+$365,205 QoQ
Shares Held
6,169
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#320
of 1,432 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,222,623 | 6,169 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,857,418 | 6,169 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,964,635 | 6,169 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,860,812 | 6,169 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,696,777 | 6,120 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,569,665 | 6,120 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,639,802 | 6,204 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,625,036 | 6,204 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,496,973 | 6,384 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,738,179 | 6,884 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $2,594,373 | 6,884 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,305,795 | 6,884 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,367,063 | 6,884 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,418,524 | 13,284 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,600,185 | 13,884 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,988,873 | 13,884 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,273,772 | 13,884 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,682,462 | 16,384 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,952,634 | 16,384 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $5,542,543 | 16,384 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,479,895 | 21,684 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $6,499,263 | 19,684 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,502,585 | 8,184 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,271,060 | 8,184 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,313,629 | 12,850 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,817,105 | 12,850 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||