MONOGRAPH WEALTH ADVISORS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1776588
MANHATTAN BEACH, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,185,534
+$361,002 QoQ
Shares Held
6,098
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#322
of 1,432 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,185,534 | 6,098 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,824,532 | 6,098 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,930,515 | 6,098 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,826,031 | 6,094 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,682,677 | 6,088 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,906,675 | 4,541 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,932,195 | 4,541 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,921,387 | 4,541 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,167,251 | 5,541 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,203,988 | 5,541 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,276,671 | 6,041 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,023,432 | 6,041 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,561,422 | 4,541 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,510,427 | 4,541 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,073,840 | 3,241 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $931,139 | 3,241 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,397,810 | 4,541 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,574,955 | 4,541 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,649,836 | 4,541 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||