PCG Wealth Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1905393
OVERLAND PARK, KS
Position in DIA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$389,180
+$44,104 QoQ
Shares Held
745
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#946
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 | $389,180 | 745 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $345,076 | 745 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $358,024 | 745 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $495,274 | 1,068 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $288,625 | 655 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $275,021 | 655 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $278,702 | 655 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $277,143 | 655 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $270,661 | 692 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $293,944 | 739 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $289,813 | 769 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $642,769 | 1,919 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $693,545 | 2,017 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $695,841 | 2,092 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $707,389 | 2,135 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $513,692 | 1,788 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $268,111 | 871 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $301,742 | 870 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $348,423 | 959 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||