Bison Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1845251
ATLANTA, GA
Position in DIA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$235,597
+$29,478 QoQ
Shares Held
451
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,166
of 1,431 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,597 | 451 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $206,119 | 445 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $211,450 | 440 | Shares | Sole | 2026-03-24 | |
| No filing history on record for this holder in this stock. | ||||||