Horizon Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1815123
LA GRANGE, IL
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$649,853
+$73,645 QoQ
Shares Held
1,244
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#746
of 1,432 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,853 | 1,244 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $576,208 | 1,244 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $489,700 | 1,019 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $770,735 | 1,662 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $732,360 | 1,662 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $759,982 | 1,810 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $770,155 | 1,810 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,180,002 | 9,879 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,885,094 | 9,933 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $47,438,448 | 119,264 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $40,029,247 | 106,215 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $33,856,746 | 101,080 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||