NEW WAVE WEALTH ADVISORS LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2035324
SPRINGDALE, AR
Position in DIA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$235,597
-$6,475 QoQ
Shares Held
451
-13.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,167
of 1,431 holders
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,597 | 451 | Shares | Sole | 2026-07-23 | |
| 2025-09-30 | $242,072 | 522 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $230,019 | 522 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $219,177 | 522 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $244,662 | 575 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||