Latko Wealth Management, Ltd.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1937769
FRANKFORT, IL
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,829,170
-$233,387 QoQ
Shares Held
34,130
-12.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
32.88%
of 13F equity value
Holder Rank
#110
of 1,432 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
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 | $17,829,170 | 34,130 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,062,557 | 38,996 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $25,468,768 | 52,997 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $29,611,190 | 63,853 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $28,834,373 | 65,436 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $26,795,062 | 63,816 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $28,377,446 | 66,692 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $28,132,402 | 66,488 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||