BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2010186
CINCINNATI, OH
Position in DIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$305,598
+$34,632 QoQ
Shares Held
585
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,055
of 1,432 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,598 | 585 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $270,966 | 585 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $281,133 | 585 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $282,881 | 610 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $268,796 | 610 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $298,114 | 710 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $302,105 | 710 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $300,415 | 710 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $281,613 | 720 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $286,387 | 720 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $257,779 | 684 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $200,970 | 600 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $206,310 | 600 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $199,572 | 600 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $198,798 | 600 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $172,380 | 600 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $184,692 | 600 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $228,907 | 660 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $239,791 | 660 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $87,955 | 260 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $89,687 | 260 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $85,846 | 260 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $79,505 | 260 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $72,150 | 260 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $67,046 | 260 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $56,999 | 260 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||