BlackDiamond Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1903059
NEW YORK, NY
Position in DIA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$850,450
+$438,211 QoQ
Shares Held
1,628
+82.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#648
of 1,432 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,450 | 1,628 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $412,239 | 890 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $391,183 | 814 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $413,656 | 892 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $362,654 | 823 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $332,544 | 792 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $414,862 | 975 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $414,234 | 979 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $321,508 | 822 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $310,252 | 780 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $282,275 | 749 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $257,241 | 768 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $288,834 | 840 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $203,230 | 611 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||