Fiscal Wisdom Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2053757
Canton, CT
Position in DIA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,677,394
+$90,969 QoQ
Shares Held
3,211
-6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.46%
of 13F equity value
Holder Rank
#464
of 1,432 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,677,394 | 3,211 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,586,425 | 3,425 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,568,580 | 3,264 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,305,891 | 2,816 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||