Williams Jones Wealth Management, LLC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1788587
New York, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$997,764
-$11,132,222 QoQ
Shares Held
1,910
-94.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#589
of 1,432 holders
Holding Since
Mar 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,764 | 1,910 | Shares | Sole | 2026-08-05 | |
| 2023-03-31 | $12,129,986 | 36,468 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,026,616 | 36,298 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,877,607 | 76,149 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,381,083 | 75,957 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $26,214,798 | 75,584 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $34,913,235 | 96,095 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $30,651,442 | 90,607 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $31,366,303 | 90,930 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $27,953,038 | 84,660 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $25,812,651 | 84,413 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,523,952 | 84,771 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $23,769,425 | 92,176 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,154,698 | 37,197 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||