Concord Wealth Partners

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1814214 ABINGDON, VA

Position in DIA

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

Position Value

$1,018,138

+$136,225 QoQ

Shares Held

1,949

+2.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#582

of 1,432 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,018,138	1,949	+2.4%	Shares	Sole	2026-07-27
2026-03-31	$881,913	1,904	-27.7%	Shares	Sole	2026-05-01
2025-12-31	$1,265,340	2,633	+6.1%	Shares	Sole	2026-01-29
2025-09-30	$1,150,538	2,481	+4.4%	Shares	Sole	2025-11-05
2025-06-30	$1,046,984	2,376	-2.4%	Shares	Sole	2025-07-25
2025-03-31	$1,021,987	2,434	+1567.1%	Shares	Sole	2025-05-02
2024-12-31	$62,123	146	+4.3%	Shares	Sole	2025-01-24
2024-09-30	$59,236	140	0.0%	Shares	Sole	2024-10-24
2024-06-30	$54,758	140	+0.7%	Shares	Sole	2024-07-31
2024-03-31	$55,288	139	0.0%	Shares	Sole	2024-04-30
2023-12-31	$52,384	139	0.0%	Shares	Sole	2024-04-30
2023-09-30	$46,558	139	0.0%	Shares	Sole	2024-04-30
2023-06-30	$47,795	139	+256.4%	Shares	Sole	2023-08-08
2023-03-31	$12,972	39	+2.6%	Shares	Sole	2023-04-26
2022-12-31	$12,590	38	0.0%	Shares	Sole	2023-01-30
2022-06-30	$11,697	38	-77.4%	Shares	Sole	2022-08-04
2022-03-31	$58,267	168	0.0%	Shares	Sole	2022-04-20
2021-12-31	$61,037	168	+29.2%	Shares	Sole	2022-01-21
2021-09-30	$43,977	130	0.0%	Shares	Sole	2021-11-09
2021-06-30	$44,843	130	0.0%	Shares	Sole	2021-07-29
2021-03-31	$42,923	130	0.0%	Shares	Sole	2021-05-13
2020-12-31	$39,752	130	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.