HOWARD WEALTH MANAGEMENT, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1766286 Madison, CT

Position in DIA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$706,793

+$68,518 QoQ

Shares Held

1,353

-1.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#713

of 1,432 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$706,793	1,353	-1.8%	Shares	Sole	2026-07-21
2026-03-31	$638,275	1,378	-4.0%	Shares	Sole	2026-05-11
2025-12-31	$690,098	1,436	-9.2%	Shares	Sole	2026-01-29
2025-09-30	$733,172	1,581	-0.4%	Shares	Sole	2025-11-03
2025-06-30	$699,311	1,587	-1.1%	Shares	Sole	2025-08-11
2025-03-31	$673,907	1,605	-1.5%	Shares	Sole	2025-05-13
2024-12-31	$693,139	1,629	-9.5%	Shares	Sole	2025-01-30
2024-09-30	$761,616	1,800	-2.4%	Shares	Sole	2024-11-08
2024-06-30	$721,634	1,845	+0.4%	Shares	Sole	2024-08-02
2024-03-31	$731,082	1,838	+0.4%	Shares	Sole	2024-05-06
2023-12-31	$689,672	1,830	+1.3%	Shares	Sole	2024-02-07
2023-09-30	$605,254	1,807	+2.7%	Shares	Sole	2023-11-01
2023-06-30	$605,176	1,760	+0.6%	Shares	Sole	2023-08-01
2023-03-31	$581,752	1,749	+2.8%	Shares	Sole	2023-05-04
2022-12-31	$563,923	1,702	+3.9%	Shares	Sole	2023-01-26
2022-09-30	$470,597	1,638	+0.4%	Shares	Sole	2022-11-01
2022-03-31	$566,026	1,632	+3.6%	Shares	Sole	2022-04-20
2021-12-31	$572,229	1,575	-0.6%	Shares	Sole	2022-01-18
2021-09-30	$536,189	1,585	+1.0%	Shares	Sole	2021-10-19
2021-06-30	$541,571	1,570	-0.8%	Shares	Sole	2021-07-27
2021-03-31	$522,674	1,583	-0.1%	Shares	Sole	2021-04-23
2020-12-31	$484,677	1,585	+6.4%	Shares	Sole	2021-02-02
2020-09-30	$413,475	1,490	-1.3%	Shares	Sole	2020-10-29
2020-06-30	$389,383	1,510	-1.0%	Shares	Sole	2020-08-03
2020-03-31	$334,325	1,525	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.