North Ridge Wealth Advisors, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1974277
BEAVERTON, OR
Position in DIA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$66,699
-$2,503 QoQ
Shares Held
144
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,699 | 144 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $69,202 | 144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $66,778 | 144 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $63,453 | 144 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $60,462 | 144 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,127 | 5 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||