LIBERTY WEALTH MANAGEMENT LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1769302 OAKLAND, CA

Position in DIA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$289,926

+$32,856 QoQ

Shares Held

555

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,078

of 1,432 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,926	555	0.0%	Shares	Sole	2026-08-06
2026-03-31	$257,070	555	-2.6%	Shares	Sole	2026-05-12
2025-12-31	$273,924	570	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$263,868	569	0.0%	Shares	Sole	2025-10-31
2025-06-30	$250,729	569	-1.2%	Shares	Sole	2025-08-01
2025-03-31	$241,850	576	-8.6%	Shares	Sole	2025-05-12
2024-12-31	$268,065	630	0.0%	Shares	Sole	2025-02-10
2024-09-30	$266,565	630	+4.7%	Shares	Sole	2024-11-04
2024-06-30	$235,460	602	-3.4%	Shares	Sole	2024-08-07
2024-03-31	$247,804	623	-33.3%	Shares	Sole	2024-05-03
2023-12-31	$351,996	934	+0.1%	Shares	Sole	2024-02-09
2023-09-30	$312,508	933	+46.0%	Shares	Sole	2023-11-13
2023-06-30	$219,720	639	-4.2%	Shares	Sole	2023-08-10
2023-03-31	$221,857	667	+0.9%	Shares	Sole	2023-05-03
2022-06-30	$203,469	661	+0.9%	Shares	Sole	2022-08-15
2022-03-31	$227,173	655	-24.3%	Shares	Sole	2022-05-09
2021-12-31	$237,974	655	—	Principal	Sole	2022-02-15
2021-09-30	$292,620	865	-9.9%	Shares	Sole	2021-11-15
2021-06-30	$226,942	960	+46.8%	Shares	Sole	2021-08-13
2021-03-31	$215,937	654	0.0%	Shares	Sole	2021-05-17
2020-12-31	$199,986	654	-5.1%	Shares	Sole	2021-02-09
2020-09-30	$191,197	689	-19.1%	Shares	Sole	2020-11-05
2020-06-30	$219,705	852	-9.0%	Shares	Sole	2020-08-04
2020-03-31	$205,199	936	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.