Fingerlakes Wealth Management, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1910248
ITHACA, NY
Position in DIA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,531,356
+$375,643 QoQ
Shares Held
6,760
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.97%
of 13F equity value
Holder Rank
#306
of 1,431 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
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 | $3,531,356 | 6,760 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,155,713 | 6,813 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,284,695 | 6,835 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,292,090 | 7,099 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,121,123 | 7,083 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,006,760 | 7,161 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,050,409 | 7,169 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,038,424 | 7,181 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,800,490 | 7,160 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,849,154 | 7,163 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,688,590 | 7,134 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,343,980 | 6,998 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,456,808 | 7,145 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,339,649 | 7,034 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,322,954 | 7,011 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,010,812 | 6,999 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,133,192 | 6,930 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,360,871 | 6,807 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,454,226 | 6,755 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||