Bright Futures Wealth Management, LLC.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1803980
WEBSTER, NY 14580, NY
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$212,090
-$2,008 QoQ
Shares Held
406
-19.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,226
of 1,432 holders
Holding Since
Jun 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,090 | 406 | Shares | Sole | 2026-07-24 | |
| 2024-09-30 | $214,098 | 506 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $197,520 | 505 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||