San Luis Wealth Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1844709
SAN LUIS OBISPO, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$258,583
-$15,625 QoQ
Shares Held
495
-16.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,133
of 1,432 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,583 | 495 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $274,208 | 592 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $284,497 | 592 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $253,665 | 547 | Shares | Sole | 2025-11-18 | |
| No filing history on record for this holder in this stock. | ||||||