Buck Wealth Strategies, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1973259
DENVER, CO
Position in DIA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$38,134
+$14,409 QoQ
Shares Held
73
+5.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,358
of 1,432 holders
Holding Since
Mar 2023
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,134 | 73 | Shares | Sole | 2026-07-30 | |
| 2023-06-30 | $23,725 | 69 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $27,274 | 82 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||