Darwin Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1663224
TAMPA, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$94,552
+$10,715 QoQ
Shares Held
181
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,313
of 1,432 holders
Holding Since
Mar 2020
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,552 | 181 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $83,837 | 181 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $86,502 | 180 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $86,255 | 186 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $81,960 | 186 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $86,495 | 206 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $87,653 | 206 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $87,162 | 206 | Shares | Sole | 2024-11-08 | |
| 2021-09-30 | $224,286 | 663 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $228,356 | 662 | Shares | Sole | 2021-08-12 | |
| 2020-03-31 | $115,533 | 527 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||