WealthShield Partners, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1729303
CARY, NC
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$279,478
-$91,537 QoQ
Shares Held
535
-33.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,094
of 1,432 holders
Holding Since
Jun 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,478 | 535 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $371,015 | 801 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $384,936 | 801 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $371,455 | 801 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $352,960 | 801 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $372,013 | 886 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $277,000 | 651 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $465,855 | 1,101 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $347,323 | 888 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $353,210 | 888 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $362,925 | 963 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $322,556 | 963 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $354,853 | 1,032 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $343,263 | 1,032 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $341,932 | 1,032 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $296,493 | 1,032 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $317,670 | 1,032 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $357,928 | 1,032 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $465,776 | 1,282 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $308,182 | 911 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $300,793 | 911 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $278,574 | 911 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $252,525 | 910 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $234,661 | 910 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||