GUARDIAN WEALTH ADVISORS, LLC / NC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1901403
RALEIGH, NC
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,880,312
+$413,799 QoQ
Shares Held
7,428
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#293
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 | $3,880,312 | 7,428 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,466,513 | 7,484 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,478,846 | 7,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,422,864 | 7,381 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,592,178 | 8,152 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,749,374 | 6,548 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,774,685 | 6,521 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,805,708 | 6,631 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,541,953 | 6,499 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,686,471 | 6,754 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,481,688 | 6,585 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,158,417 | 6,444 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,181,728 | 6,345 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,887,618 | 5,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,878,641 | 5,670 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,729,258 | 6,019 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,860,156 | 6,043 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,673,454 | 4,825 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,313,621 | 6,368 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||