Keystone Wealth Services, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1866189
PALM DESERT, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$590,300
+$66,896 QoQ
Shares Held
1,130
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#786
of 1,432 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,300 | 1,130 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $523,404 | 1,130 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $629,066 | 1,309 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $475,333 | 1,025 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $451,666 | 1,025 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $430,377 | 1,025 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $499,111 | 1,173 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $496,319 | 1,173 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $397,779 | 1,017 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $484,073 | 1,217 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $458,650 | 1,217 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $558,361 | 1,667 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $710,737 | 2,067 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $754,049 | 2,267 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $757,089 | 2,285 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $656,480 | 2,285 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $703,368 | 2,285 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $998,870 | 2,880 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,046,361 | 2,880 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||