Collaborative Wealth Managment Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1896419
LAKE MARY, FL
Position in DIA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$207,509
-$30,373 QoQ
Shares Held
448
-9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,509 | 448 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $237,882 | 495 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $232,797 | 502 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $245,882 | 558 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $257,806 | 614 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $302,105 | 710 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $314,801 | 744 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $362,577 | 927 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $372,701 | 937 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $423,601 | 1,124 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $419,692 | 1,253 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $469,699 | 1,366 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $458,017 | 1,377 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $447,958 | 1,352 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $428,077 | 1,490 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,074,706 | 6,740 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,899,800 | 5,229 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $1,906,129 | 5,773 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||