Wilson & Boucher Capital Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1903579
MORAGA, CA
Position in DIA
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$208,956
-$3,794 QoQ
Shares Held
400
-20.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,240
of 1,432 holders
Holding Since
Sep 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,956 | 400 | Shares | Sole | 2026-08-19 | |
| 2024-12-31 | $212,750 | 500 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $211,560 | 500 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||