WealthPlan Investment Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1929986
OMAHA, NE
Position in DIA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$588,210
+$59,248 QoQ
Shares Held
1,126
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#790
of 1,431 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,210 | 1,126 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $528,962 | 1,142 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $799,667 | 1,664 | Shares | Other | 2026-02-05 | |
| 2025-09-30 | $769,808 | 1,660 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $704,598 | 1,599 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $366,975 | 874 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $374,439 | 880 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $231,868 | 548 | Shares | Other | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||