Lionsbridge Wealth Management LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1800533
JACKSONVILLE BEACH, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,527,322
+$177,096 QoQ
Shares Held
4,838
-4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.58%
of 13F equity value
Holder Rank
#361
of 1,432 holders
Holding Since
Jun 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,527,322 | 4,838 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,350,226 | 5,074 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,980,495 | 6,202 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,561,876 | 3,368 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,469,567 | 3,335 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,079,245 | 4,952 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,253,097 | 2,945 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $946,942 | 2,238 | Shares | Sole | 2024-11-01 | |
| 2023-12-31 | $1,254,600 | 3,329 | Shares | Sole | 2024-01-16 | |
| 2023-03-31 | $4,593,814 | 13,811 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,721,121 | 14,249 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $303,963 | 1,058 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $314,284 | 1,021 | Shares | Sole | 2022-11-17 | |
| 2022-03-31 | $354,460 | 1,022 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $390,932 | 1,076 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $367,044 | 1,085 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $419,114 | 1,215 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||