Meridian Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1697300
LEXINGTON, KY
Position in DIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,686,069
+$867,477 QoQ
Shares Held
12,799
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#212
of 1,432 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,686,069 | 12,799 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,818,592 | 12,562 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,065,273 | 12,621 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,733,968 | 14,521 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,386,726 | 21,302 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,176,477 | 21,855 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,328,662 | 21,924 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,080,155 | 21,460 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,756,227 | 22,387 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $12,279,178 | 32,582 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,859,079 | 32,420 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $12,135,498 | 35,293 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $12,072,775 | 36,296 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,774,142 | 35,536 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,294,533 | 35,832 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,227,426 | 36,474 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $12,687,041 | 36,580 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,472,995 | 37,083 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $14,269,410 | 42,181 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $15,104,325 | 43,787 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $13,430,401 | 40,676 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,236,759 | 26,936 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,821,787 | 6,565 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,132,327 | 8,269 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,344,792 | 15,257 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||