PRIMORIS WEALTH ADVISORS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1909619
North Palm Beach, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$320,747
+$89,152 QoQ
Shares Held
614
+22.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,032
of 1,432 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,747 | 614 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $231,595 | 500 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $240,285 | 500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $231,870 | 500 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $220,325 | 500 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $314,910 | 750 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $638,250 | 1,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $634,680 | 1,500 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $586,695 | 1,500 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||