AXXCESS WEALTH MANAGEMENT, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1911056
CARLSBAD, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,230,750
-$470 QoQ
Shares Held
2,356
-8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#539
of 1,432 holders
Holding Since
Dec 2021
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,230,750 | 2,356 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,231,220 | 2,562 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $575,965 | 1,242 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $547,287 | 1,242 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $869,991 | 2,072 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,273,521 | 2,993 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,268,090 | 2,997 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $469,747 | 1,201 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $479,300 | 1,205 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $256,271 | 680 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $309,462 | 934 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $450,773 | 1,569 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $697,520 | 2,266 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,091,820 | 3,148 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $668,508 | 1,840 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||