WPWealth LLP
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1950118
FORT WORTH, TX
Position in DIA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$216,269
-$36,078 QoQ
Shares Held
414
-31.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,212
of 1,432 holders
Holding Since
Jun 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,269 | 414 | Shares | Sole | 2026-08-10 | |
| 2025-03-31 | $252,347 | 601 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $255,725 | 601 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $421,427 | 996 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $389,565 | 996 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $396,168 | 996 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $541,185 | 1,436 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $480,988 | 1,436 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $493,768 | 1,436 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||