RIDGECREST WEALTH PARTNERS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1860719
MILL VALLEY, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$336,419
+$38,125 QoQ
Shares Held
644
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,008
of 1,431 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,419 | 644 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $298,294 | 644 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $357,544 | 744 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $345,022 | 744 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $327,843 | 744 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $312,390 | 744 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $316,572 | 744 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $440,044 | 1,040 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $406,775 | 1,040 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $413,670 | 1,040 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $391,944 | 1,040 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $348,348 | 1,040 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $357,604 | 1,040 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $345,924 | 1,040 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $344,583 | 1,040 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $298,792 | 1,040 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $320,132 | 1,040 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $360,703 | 1,040 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $377,852 | 1,040 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $351,821 | 1,040 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $358,748 | 1,040 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||