Werba Rubin Papier Wealth Management
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1971029
SAN JOSE, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$243,956
+$41,079 QoQ
Shares Held
467
+6.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,154
of 1,431 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,956 | 467 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $202,877 | 438 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $210,009 | 437 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||