Corient Private Wealth LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1948780
MIAMI, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$12,275,642
-$3,768,796 QoQ
Shares Held
23,499
-32.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#141
of 1,432 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 36%
Shared 5%
None 59%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,275,642 | 23,499 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $16,044,438 | 34,639 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,745,527 | 36,926 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $14,467,296 | 31,197 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,601,269 | 64,907 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $26,771,968 | 63,761 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,966,988 | 61,027 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,379,248 | 64,708 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,977,170 | 63,859 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,953,840 | 65,250 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $24,218,796 | 64,263 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,471,809 | 61,119 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,963,222 | 23,159 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,256,958 | 24,824 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,233,973 | 18,815 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||