KFG WEALTH MANAGEMENT, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1919344
GRANGER, IN
Position in DIA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$435,673
+$49,373 QoQ
Shares Held
834
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#900
of 1,431 holders
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,673 | 834 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $386,300 | 834 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $400,795 | 834 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $386,759 | 834 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $367,502 | 834 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $350,179 | 834 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $354,867 | 834 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $352,882 | 834 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $326,202 | 834 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $331,731 | 834 | Shares | Sole | 2024-04-19 | |
| 2023-09-30 | $279,348 | 834 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $286,770 | 834 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $277,405 | 834 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $276,329 | 834 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||