Rockline Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2005098
Islip Terrace, NY
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$239,777
+$27,173 QoQ
Shares Held
459
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,164
of 1,432 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,777 | 459 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $212,604 | 459 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $220,581 | 459 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $212,856 | 459 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $202,258 | 459 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||