Bradley & Co. Private Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1861678
MIAMI, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$537,016
+$60,857 QoQ
Shares Held
1,028
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#824
of 1,431 holders
Holding Since
Mar 2021
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,016 | 1,028 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $476,159 | 1,028 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $494,025 | 1,028 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $463,740 | 1,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $440,650 | 1,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $419,880 | 1,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $425,500 | 1,000 | Shares | Sole | 2025-02-04 | |
| 2021-03-31 | $9,245 | 28 | Shares | Other | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||