Atlantic Edge Private Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2011145
JACKSONVILLE, FL
Position in DIA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,223
+$592 QoQ
Shares Held
10
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,407
of 1,432 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,223 | 10 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,631 | 10 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,805 | 10 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,637 | 10 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,406 | 10 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,198 | 10 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,255 | 10 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,231 | 10 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,911 | 10 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,977 | 10 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,768 | 10 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||