Jacksonville Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2048486
JACKSONVILLE, FL
Position in DIA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$14,334,903
+$2,313,733 QoQ
Shares Held
27,441
+5.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.12%
of 13F equity value
Holder Rank
#126
of 1,432 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,334,903 | 27,441 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $12,021,170 | 25,953 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,236,207 | 23,381 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,390,558 | 22,406 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,147,012 | 20,758 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,776,597 | 18,521 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,701,550 | 18,100 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||