Element Wealth, LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1802743 RIDGELAND, MS

Position in DIA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$495,225

+$53,805 QoQ

Shares Held

948

-0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#860

of 1,432 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,225	948	-0.5%	Shares	Sole	2026-08-14
2026-03-31	$441,420	953	-0.2%	Shares	Sole	2026-05-04
2025-12-31	$458,944	955	-1.0%	Shares	Sole	2026-02-13
2025-09-30	$447,509	965	-1.3%	Shares	Sole	2025-10-29
2025-06-30	$430,955	978	+1.7%	Shares	Sole	2025-07-23
2025-03-31	$403,924	962	-2.1%	Shares	Sole	2025-04-29
2024-12-31	$418,266	983	-2.3%	Shares	Sole	2025-02-03
2024-09-30	$425,658	1,006	-0.2%	Shares	Sole	2024-10-23
2024-06-30	$394,259	1,008	-3.2%	Shares	Sole	2024-08-08
2024-03-31	$414,068	1,041	+14.8%	Shares	Sole	2024-05-09
2023-12-31	$341,821	907	-12.8%	Shares	Sole	2024-02-01
2023-09-30	$348,348	1,040	-0.9%	Shares	Sole	2023-11-08
2023-06-30	$360,698	1,049	0.0%	Shares	Sole	2023-08-07
2023-03-31	$348,918	1,049	-0.8%	Shares	Sole	2023-05-03
2022-12-31	$350,215	1,057	0.0%	Shares	Sole	2023-01-17
2022-09-30	$303,676	1,057	0.0%	Shares	Sole	2022-11-08
2022-06-30	$325,365	1,057	-1.1%	Shares	Sole	2022-07-22
2022-03-31	$370,761	1,069	-1.1%	Shares	Sole	2022-04-28
2021-12-31	$392,748	1,081	-4.4%	Shares	Sole	2022-02-03
2021-09-30	$382,605	1,131	0.0%	Shares	Sole	2021-11-01
2021-06-30	$390,138	1,131	0.0%	Shares	Sole	2021-08-02
2021-03-31	$373,433	1,131	-19.0%	Shares	Sole	2021-05-05
2020-12-31	$426,882	1,396	-10.7%	Shares	Sole	2021-02-05
2020-09-30	$434,010	1,564	0.0%	Shares	Sole	2020-11-06
2020-06-30	$403,308	1,564	-25.2%	Shares	Sole	2020-08-06
2020-03-31	$458,409	2,091	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.