Octavia Wealth Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1841259
CINCINNATI, OH
Position in DIA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$241,344
+$27,351 QoQ
Shares Held
462
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,161
of 1,432 holders
Holding Since
Mar 2022
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,344 | 462 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $213,993 | 462 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $222,023 | 462 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $242,999 | 524 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $209,308 | 475 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $220,437 | 525 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $334,017 | 785 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $332,149 | 785 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $329,331 | 842 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $288,376 | 725 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $293,581 | 779 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $283,367 | 846 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $267,515 | 778 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $265,098 | 797 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $239,220 | 722 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $223,232 | 777 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $239,176 | 777 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $264,978 | 764 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||