Olistico Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1962695
TULSA, OK
Position in DIA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$55,144,533
+$54,549,798 QoQ
Shares Held
105,562
+8121.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
33.92%
of 13F equity value
Holder Rank
#46
of 1,432 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
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 | $55,144,533 | 105,562 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $594,735 | 1,284 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $617,051 | 1,284 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $595,442 | 1,284 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $590,030 | 1,339 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $477,823 | 1,138 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $569,744 | 1,339 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $481,510 | 1,138 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $445,497 | 1,139 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $452,253 | 1,137 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $439,053 | 1,165 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $389,211 | 1,162 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $398,866 | 1,160 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $404,798 | 1,217 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $402,565 | 1,215 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||