Mattern Wealth Management LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1802376 LAWRENCE, KS

Position in DIA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$516,643

+$58,549 QoQ

Shares Held

989

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#844

of 1,432 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$516,643	989	0.0%	Shares	Sole	2026-07-23
2026-03-31	$458,094	989	-3.4%	Shares	Sole	2026-04-23
2025-12-31	$492,103	1,024	-5.5%	Shares	Sole	2026-01-16
2025-09-30	$502,694	1,084	0.0%	Shares	Sole	2025-10-20
2025-06-30	$477,664	1,084	0.0%	Shares	Sole	2025-07-17
2025-03-31	$455,149	1,084	+42.8%	Shares	Sole	2025-04-23
2024-12-31	$322,954	759	-30.0%	Shares	Sole	2025-01-22
2024-09-30	$458,662	1,084	-1.9%	Shares	Sole	2024-10-21
2024-06-30	$432,198	1,105	-31.2%	Shares	Sole	2024-07-17
2024-03-31	$638,802	1,606	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$604,876	1,605	0.0%	Shares	Sole	2024-02-12
2023-09-30	$537,594	1,605	0.0%	Shares	Sole	2023-11-01
2023-06-30	$551,879	1,605	-5.9%	Shares	Sole	2023-07-26
2023-03-31	$567,117	1,705	-20.9%	Shares	Sole	2023-05-05
2022-12-31	$714,016	2,155	-17.9%	Shares	Sole	2023-02-06
2022-09-30	$754,162	2,625	0.0%	Shares	Sole	2022-11-01
2022-06-30	$808,027	2,625	-24.5%	Shares	Sole	2022-07-25
2022-03-31	$1,205,234	3,475	+82.4%	Shares	Sole	2022-04-14
2021-12-31	$692,124	1,905	0.0%	Shares	Sole	2022-01-27
2021-09-30	$644,442	1,905	0.0%	Shares	Sole	2021-10-13
2021-06-30	$657,129	1,905	0.0%	Shares	Sole	2021-07-27
2021-03-31	$628,992	1,905	0.0%	Shares	Sole	2021-05-13
2020-12-31	$582,529	1,905	0.0%	Shares	Sole	2021-02-12
2020-09-30	$528,637	1,905	+35.6%	Shares	Sole	2020-11-12
2020-06-30	$362,307	1,405	—	Shares	Sole	2020-07-29
No filing history on record for this holder in this stock.