High Net Worth Advisory Group LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1919142
NAPLES, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,615,752
+$208,581 QoQ
Shares Held
3,093
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#469
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 | $1,615,752 | 3,093 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,407,171 | 3,038 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,456,607 | 3,031 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,363,859 | 2,941 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $797,135 | 1,809 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $528,209 | 1,258 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $585,062 | 1,375 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $580,520 | 1,372 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $526,852 | 1,347 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $527,429 | 1,326 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $491,061 | 1,303 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $467,925 | 1,397 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $480,014 | 1,396 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $479,305 | 1,441 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $477,446 | 1,441 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $384,982 | 1,340 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $344,758 | 1,120 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $368,680 | 1,063 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $373,129 | 1,027 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||