ELEVATION POINT WEALTH PARTNERS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1744349
DENVER, CO
Position in DIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$719,331
+$81,519 QoQ
Shares Held
1,377
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#704
of 1,432 holders
Holding Since
Jun 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,331 | 1,377 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $637,812 | 1,377 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $26,879 | 61 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||