Atlas Legacy Advisors, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2054111
LOS ANGELES, CA
Position in DIA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$783,585
+$95,285 QoQ
Shares Held
1,500
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#677
of 1,432 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,585 | 1,500 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $688,300 | 1,486 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $357,063 | 743 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $344,558 | 743 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $327,402 | 743 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $311,970 | 743 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $316,146 | 743 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||