Paulson Wealth Management Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1731878
West Palm Beach, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,967,320
+$220,631 QoQ
Shares Held
3,766
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#411
of 1,431 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,967,320 | 3,766 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,746,689 | 3,771 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,829,529 | 3,807 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,746,444 | 3,766 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,707,518 | 3,875 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,626,615 | 3,874 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,784,121 | 4,193 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,200,647 | 5,201 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,379,634 | 6,084 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,748,123 | 6,909 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,674,269 | 7,096 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,508,105 | 7,488 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,587,127 | 7,524 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $518,887 | 1,560 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $516,874 | 1,560 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $447,900 | 1,559 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $479,891 | 1,559 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $540,707 | 1,559 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $566,415 | 1,559 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $527,394 | 1,559 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $537,777 | 1,559 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $514,750 | 1,559 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $507,305 | 1,659 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $460,650 | 1,660 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $428,064 | 1,660 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $363,921 | 1,660 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||