WEALTHSPAN PARTNERS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1909805
DAVENPORT, IA
Position in DIA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$279,478
-$75,788 QoQ
Shares Held
535
-30.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,095
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 | $279,478 | 535 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $355,266 | 767 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $368,597 | 767 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $363,572 | 784 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $365,298 | 829 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $468,166 | 1,115 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $492,729 | 1,158 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $540,324 | 1,277 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $505,339 | 1,292 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $521,463 | 1,311 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $497,845 | 1,321 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $442,468 | 1,321 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $454,225 | 1,321 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $439,391 | 1,321 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $437,686 | 1,321 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $379,523 | 1,321 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $406,630 | 1,321 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $391,224 | 1,128 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $409,824 | 1,128 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||