Bogart Wealth, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1715740 MCLEAN, VA

Position in DIA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$245,523

+$87,113 QoQ

Shares Held

470

+37.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,149

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,523	470	+37.4%	Shares	Sole	2026-07-24
2026-03-31	$158,410	342	-28.9%	Shares	Sole	2026-04-28
2025-12-31	$231,154	481	+0.2%	Shares	Sole	2026-01-30
2025-09-30	$222,595	480	+13.7%	Shares	Sole	2025-10-27
2025-06-30	$185,954	422	+66.8%	Shares	Sole	2025-07-30
2025-03-31	$106,229	253	+0.4%	Shares	Sole	2025-05-02
2024-12-31	$107,226	252	0.0%	Shares	Sole	2025-01-30
2024-09-30	$106,626	252	0.0%	Shares	Sole	2024-10-23
2024-06-30	$98,564	252	+0.4%	Shares	Sole	2024-07-31
2024-03-31	$99,837	251	-1.6%	Shares	Sole	2024-04-25
2023-12-31	$96,101	255	-6.6%	Shares	Sole	2024-02-07
2023-09-30	$91,441	273	+10.1%	Shares	Sole	2023-10-30
2023-06-30	$85,274	248	+0.8%	Shares	Sole	2023-07-31
2023-03-31	$81,824	246	+26.2%	Shares	Sole	2023-04-21
2022-12-31	$64,609	195	+10.2%	Shares	Sole	2023-02-06
2022-09-30	$50,852	177	+254.0%	Shares	Sole	2022-11-03
2022-06-30	$15,391	50	0.0%	Shares	Sole	2022-07-22
2022-03-31	$17,341	50	-66.7%	Shares	Sole	2022-04-22
2021-12-31	$54,498	150	0.0%	Shares	Sole	2022-01-19
2021-09-30	$50,743	150	+200.0%	Shares	Sole	2021-10-15
2021-06-30	$17,247	50	0.0%	Shares	Sole	2021-08-06
2021-03-31	$16,509	50	0.0%	Shares	Sole	2021-04-16
2020-12-31	$15,289	50	0.0%	Shares	Sole	2021-01-14
2020-09-30	$13,875	50	0.0%	Shares	Sole	2020-10-06
2020-06-30	$12,893	50	0.0%	Shares	Sole	2020-07-08
2020-03-31	$10,961	50	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.