Bernardo Wealth Planning LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1765595
HARLEYSVILLE, PA
Position in DIA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$487,912
+$55,756 QoQ
Shares Held
934
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#866
of 1,432 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,912 | 934 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $432,156 | 933 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $423,382 | 881 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $199,871 | 431 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||