Cerro Pacific Wealth Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1842669
San Luis Obispo, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,737,991
+$196,958 QoQ
Shares Held
3,327
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#451
of 1,432 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,737,991 | 3,327 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,541,033 | 3,327 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,598,856 | 3,327 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,545,181 | 3,332 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,666,538 | 3,782 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $200,282 | 477 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $202,963 | 477 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||