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KWB Wealth

Position in DIA — Spdr Dow Jones Industrial Average ETF Trust

CIK 1822236 REDLANDS, CA

Position in DIA

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$228,284
+$25,870 QoQ
Shares Held
437
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,181
of 1,432 holders
Holding Since
Dec 2025
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
2026-06-30 $228,284 437
2026-03-31 $202,414 437
2025-12-31 $210,009 437