Unique Wealth Strategies, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2009809
BURR RIDGE, IL
Position in DIA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$438,807
+$51,117 QoQ
Shares Held
840
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#896
of 1,432 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
Derivatives in DIA
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$46,374
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in DIA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,807 | 840 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $387,690 | 837 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $401,756 | 836 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $387,222 | 835 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $46,374 | 100 | Put | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||