LWM Advisory Services, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1697716
PLANTATION, FL
Position in DIA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$512,288
-$90,346 QoQ
Shares Held
1,106
-11.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $512,288 | 1,106 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $602,634 | 1,254 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $581,066 | 1,253 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $552,134 | 1,253 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $525,689 | 1,252 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $532,300 | 1,251 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $529,323 | 1,251 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $442,368 | 1,131 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $449,866 | 1,131 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||