EverSource Wealth Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1710537
BIRMINGHAM, AL
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$385,523
+$64,533 QoQ
Shares Held
738
+6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#955
of 1,432 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,523 | 738 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $320,990 | 693 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $352,257 | 733 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $340,848 | 735 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $471,936 | 1,071 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $437,514 | 1,042 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $745,050 | 1,751 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $540,324 | 1,277 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $499,473 | 1,277 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $507,541 | 1,276 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $480,132 | 1,274 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $426,056 | 1,272 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $437,033 | 1,271 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $423,425 | 1,273 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $487,717 | 1,472 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $422,331 | 1,470 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $476,813 | 1,549 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $553,193 | 1,595 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $490,482 | 1,350 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||