Coastwise Capital Group, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1934500
LA JOLLA, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,117,769
+$215,911 QoQ
Shares Held
4,054
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#390
of 1,432 holders
Holding Since
Mar 2022
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,117,769 | 4,054 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,901,858 | 4,106 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,196,204 | 4,570 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,054,831 | 4,431 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,926,962 | 4,373 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,687,917 | 4,020 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,758,091 | 6,482 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,720,661 | 6,430 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,415,227 | 6,175 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,795,028 | 9,541 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,090,759 | 13,508 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,639,406 | 7,880 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,803,409 | 8,153 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,167,540 | 9,523 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,980,313 | 8,995 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,460,437 | 8,564 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,798,699 | 9,092 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,643,191 | 7,621 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||