Balboa Wealth Partners
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1929008
SCOTTSDALE, AZ
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,227,993
+$1,078,819 QoQ
Shares Held
4,265
+71.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#376
of 1,432 holders
Holding Since
Sep 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,227,993 | 4,265 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,149,174 | 2,481 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,300,488 | 4,787 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,255,631 | 4,864 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,163,591 | 4,910 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,566,880 | 8,495 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,387,405 | 7,961 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,821,531 | 4,305 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,314,587 | 3,361 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,462,532 | 6,191 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,115,535 | 2,960 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,045,378 | 3,121 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,677,988 | 4,880 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $1,000,188 | 3,007 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,046,625 | 6,177 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $592,699 | 2,063 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||