Pasadena Private Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1760578
PASADENA, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$215,224
-$453,729 QoQ
Shares Held
412
-70.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,219
of 1,432 holders
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,224 | 412 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $668,953 | 1,392 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $669,176 | 1,443 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $657,890 | 1,493 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||