Sovereign Financial Group, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1846175
STAMFORD, CT
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,568,737
+$177,315 QoQ
Shares Held
3,003
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#476
of 1,432 holders
Holding Since
Mar 2021
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,568,737 | 3,003 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,391,422 | 3,004 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,358,090 | 2,826 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,239,577 | 2,673 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,126,742 | 2,557 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $975,801 | 2,324 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $925,888 | 2,176 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,102,227 | 2,605 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,818,754 | 4,650 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,613,712 | 4,057 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,432,106 | 3,800 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $681,958 | 2,036 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $414,683 | 1,206 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $526,870 | 1,584 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $566,574 | 1,710 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $449,337 | 1,564 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $259,800 | 844 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $281,625 | 812 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $295,015 | 812 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $271,308 | 802 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $266,301 | 772 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $254,898 | 772 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||