Talon Private Wealth, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1990467
THE VILLAGES, FL
Position in DIA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$201,024
-$12,651 QoQ
Shares Held
434
-14.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,024 | 434 | Shares | Defined | 2026-05-18 | |
| 2024-09-30 | $213,675 | 505 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||