Wealth Quarterback LLC

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1803386 TOMS RIVER, NJ

Position in DIA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,669,644

+$3,697,872 QoQ

Shares Held

8,939

+326.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.86%

of 13F equity value

Holder Rank

#262

of 1,432 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,669,644	8,939	+326.1%	Shares	Sole	2026-07-27
2026-03-31	$971,772	2,098	-7.4%	Shares	Sole	2026-04-09
2025-12-31	$1,088,491	2,265	-88.5%	Shares	Sole	2026-01-15
2025-09-30	$9,136,141	19,701	+3.0%	Shares	Sole	2025-10-20
2025-06-30	$8,430,075	19,131	-35.2%	Shares	Sole	2025-08-08
2025-03-31	$12,392,758	29,515	-19.9%	Shares	Sole	2025-05-05
2024-12-31	$15,673,718	36,836	+68.0%	Shares	Sole	2025-01-31
2024-09-30	$9,278,598	21,929	+2.5%	Shares	Sole	2024-11-01
2024-06-30	$8,364,315	21,385	+11.6%	Shares	Sole	2024-07-22
2024-03-31	$7,620,286	19,158	+5.1%	Shares	Sole	2024-05-09
2023-12-31	$6,869,209	18,227	+8.1%	Shares	Sole	2024-02-13
2023-09-30	$5,650,271	16,869	-45.7%	Shares	Sole	2023-11-13
2023-06-30	$10,690,640	31,091	+97.9%	Shares	Sole	2023-08-10
2023-03-31	$5,226,458	15,713	+1.1%	Shares	Sole	2023-05-12
2022-12-31	$5,148,205	15,538	+979.8%	Shares	Sole	2023-02-10
2022-09-30	$413,424	1,439	-21.5%	Shares	Sole	2022-11-14
2022-06-30	$564,234	1,833	-97.0%	Shares	Sole	2022-08-15
2021-09-30	$410,000	61,762	+621.4%	Shares	Sole	2021-11-17
2021-06-30	$2,953,461	8,562	+106.0%	Shares	Sole	2021-08-11
2020-12-31	$1,271,169	4,157	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.