Coastal Bridge Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1665976
WESTPORT, CT
Position in DIA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$391,792
+$44,400 QoQ
Shares Held
750
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#942
of 1,432 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,792 | 750 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $347,392 | 750 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $345,529 | 719 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $333,429 | 719 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $316,827 | 719 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||