JDH Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2022512
SANTA ROSA, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$243,433
+$27,587 QoQ
Shares Held
466
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#1,155
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 | $243,433 | 466 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $215,846 | 466 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $223,945 | 466 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $216,102 | 466 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $205,342 | 466 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||