Intergy Private Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1911342
COLORADO SPRINGS, CO
Position in DIA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,289,198
-$2,249,682 QoQ
Shares Held
10,125
-37.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.00%
of 13F equity value
Holder Rank
#248
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 | $5,289,198 | 10,125 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,538,880 | 16,276 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,677,105 | 15,975 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,267,269 | 15,671 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,632,223 | 15,051 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,224,301 | 14,824 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $6,382,074 | 14,999 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,297,294 | 14,883 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,640,876 | 14,422 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,705,071 | 14,343 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,372,281 | 14,255 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $4,729,494 | 14,120 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,839,688 | 14,075 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,604,458 | 13,843 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,503,437 | 13,592 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,774,834 | 13,139 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,509,870 | 14,651 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,121,202 | 17,649 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $8,463,539 | 23,295 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||