Shared Vision Wealth Group LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2008178
CARLSBAD, X1
Position in DIA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,525,901
+$1,076,144 QoQ
Shares Held
2,921
+200.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#483
of 1,432 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,525,901 | 2,921 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $449,757 | 971 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $261,910 | 545 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $252,738 | 545 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||