Modern Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2001900
KANSAS CITY, MO
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,880,338
+$2,438,701 QoQ
Shares Held
20,828
+14.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#150
of 1,432 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,880,338 | 20,828 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,441,637 | 18,225 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,429,197 | 17,540 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $8,246,223 | 17,782 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $2,211,622 | 5,019 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $87,220,831 | 207,728 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $68,181,269 | 160,238 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $389,270 | 920 | Shares | Sole | 2025-05-30 | |
| 2024-06-30 | $456,448 | 1,167 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 | $61,955,096 | 155,760 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $19,382,423 | 51,430 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||