ELEVATION WEALTH PARTNERS, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1976256
WALNUT CREEK, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$215,224
+$32,728 QoQ
Shares Held
412
+4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,220
of 1,432 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,224 | 412 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $182,496 | 394 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $189,344 | 394 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $196,625 | 424 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $186,835 | 424 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $178,029 | 424 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $191,475 | 450 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $195,481 | 462 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $180,702 | 462 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $86,711 | 218 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $121,729 | 323 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $108,188 | 323 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $117,940 | 343 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $114,088 | 343 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||