Bay Harbor Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1767989
Hunt Valley, MD
Position in DIA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,313
+$829 QoQ
Shares Held
14
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,399
of 1,432 holders
Holding Since
Mar 2020
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,313 | 14 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $6,484 | 14 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,689 | 16 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,419 | 16 | Shares | Sole | 2025-10-09 | |
| 2021-06-30 | $689 | 2 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $660 | 2 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $611 | 2 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $555 | 2 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $515 | 2 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $5,480 | 25 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||