Atlantic Private Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1893143
CHAPEL HILL, NC
Position in DIA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$311,344
+$36,210 QoQ
Shares Held
596
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,044
of 1,432 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,344 | 596 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $275,134 | 594 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $284,497 | 592 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $308,387 | 665 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $258,661 | 587 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $245,629 | 585 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $248,066 | 583 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $245,409 | 580 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $226,073 | 578 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $229,109 | 576 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $352,373 | 935 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $317,867 | 949 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $327,001 | 951 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $338,939 | 1,019 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $336,299 | 1,015 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $290,173 | 1,010 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $310,282 | 1,008 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $370,067 | 1,067 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $398,925 | 1,098 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||