Talisman Wealth Advisors LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1962685
MOUNTAINSIDE, NJ
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$230,373
+$26,107 QoQ
Shares Held
441
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,175
of 1,432 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,373 | 441 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $204,266 | 441 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $211,931 | 441 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $211,001 | 455 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $200,055 | 454 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||