Alta Wealth Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1843826
Woburn, MA
Position in DIA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,010,302
+$100,597 QoQ
Shares Held
1,934
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#585
of 1,432 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,302 | 1,934 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $909,705 | 1,964 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $970,270 | 2,019 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,561,876 | 3,368 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,610,135 | 3,654 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,573,710 | 3,748 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,610,517 | 3,785 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,611,664 | 3,809 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,496,854 | 3,827 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,562,799 | 3,929 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,596,421 | 4,236 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,428,561 | 4,265 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $410,556 | 1,194 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $438,725 | 1,319 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $534,103 | 1,612 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||