LJI Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1988563
Indianapolis, IN
Position in DIA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$652,987
+$74,000 QoQ
Shares Held
1,250
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#745
of 1,432 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,987 | 1,250 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $578,987 | 1,250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $600,712 | 1,250 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $579,675 | 1,250 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $550,812 | 1,250 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $524,850 | 1,250 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $531,875 | 1,250 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $528,900 | 1,250 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $488,912 | 1,250 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||