HB Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1911253
Atlanta, GA
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,520,994
+$756,132 QoQ
Shares Held
12,483
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#215
of 1,432 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $6,520,994 | 12,483 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,764,862 | 12,446 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,472,797 | 13,469 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,380,134 | 13,758 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,749,931 | 8,510 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,504,892 | 10,729 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,966,511 | 9,322 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,981,982 | 9,411 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,490,835 | 8,925 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,326,100 | 5,848 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,296,645 | 6,094 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,040,180 | 6,091 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,007,052 | 5,837 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,940,172 | 5,833 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,310,032 | 6,972 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,019,235 | 10,509 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,347,234 | 10,874 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,847,732 | 11,094 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,459,533 | 9,522 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||